Asset-Map @AssetMapLLC

What if the information from a client meeting could immediately become something you can see, understand, and act on? That's the question we're answering in an upcoming webinar with our integrated partner, Jump. Watch a client conversation turn into a complete household picture automatically, and see how advisors are using it to spot gaps, catch opportunities, and act faster. September 29 | 4 PM EDT Save your spot: bit.ly/4cYiV9N

Every month at Asset-Map, we recognize someone who brings our core values to life. This month, that's Rush Weigelt, Senior Data Engineer. One of our core values is Simple/Rich Design. Rush is always listening to business speak and translating it to tech and HubSpot speak, a true talent to live in so many different conversations and integrate them into one cohesive technological framework. He also Elevates the Profession. Mike Hemmert put it this way: "While his title is in Operations, he's become an invaluable partner to Sales, Marketing, and Operations alike. In the last year, he took on the enormous task of completely rebuilding our sales process and untangling more than 300 existing workflows." And he takes Personal Responsibility. As Mike shared: "What I appreciate most about Rush isn't just his technical ability, it's his attitude. He consistently brings thoughtful ideas to the table, with the goal of finding the best solution for the company." Congratulations, Rush. Well deserved. 🎉🙌 Values in Action celebrates how we live our values daily: Integrity, Customer First Empathy, Elevate the Profession, Simple/Rich Design, Personal Responsibility, "Same Team."

Your client meeting ends, and then the real work starts: typing up notes, updating the file, chasing down what changed. What if that step just... didn't exist? What if that information could immediately become something you can see, understand, and act on? Join Jump and Asset-Map for a live look at how advisors are turning client conversations directly into a clear, visual financial picture — no manual data entry, no post-meeting cleanup. Spend less time documenting, and more time advising. September 29 | 4 PM EST Save your spot: bit.ly/4hb5nJc

Congrats to Daisy Clifton on her promotion to Lead Implementation Advisor at Asset-Map! Daisy works directly with advisors from their first day with Asset-Map, walking them through onboarding with the kind of patience and care that turns a new user into a confident one. That ability to make every advisor feel supported from the start is exactly what earned her this promotion. We celebrate you today, Daisy, and wish you great success in your new, expanded role. We know you will continue to do great things here at Asset-Map!!🎉

Today we remember the lives lost on September 11, 2001. We honor the first responders, the families, and the resilience of our nation. 🇺🇸

Tonight's the night! 🎉 The Wealthies Awards are here, and we couldn't be more excited to celebrate with the entire industry. We're especially proud of our own Alison Susko, a finalist for Partnership Development Exec of the Year. Alison is a true culture carrier at Asset-Map, she brings our mission to life for everyone she works with, while constantly bringing new ideas back into how we grow and serve our community as VP of Community. We're also honored to be finalists for Estate Planning Technology (Relationship Maps) and Thought Leadership (An Advice Engagement Event). Can't wait for tonight to recognize all the finalists and celebrate the winners. Congrats to everyone on the list! #Wealthies #WealthManagementAwards

The most successful advisors don't just network; they build intentional partnerships. Are you struggling to land high-net-worth clients? The secret often lies in your Centers of Influence. Join Asset-Map and PSBLTY on September 2 at 2pm ET to learn the repeatable strategy for identifying, engaging, and activating COI relationships. Register here: hubs.li/Q04qK3Ml0 #Partnerships #Networking #BusinessDevelopment

Why do referral requests usually lead to nothing? It’s not a client problem—it’s a methodology problem. Join Asset-Map and WealthReach on August 26 at 2pm ET to learn how to move from "well-intentioned" referrals to warm, real-time introductions. Let's turn your existing clients into advocates. Join us: hubs.li/Q04qJSyX0 #ReferralMarketing #ClientExperience #WealthManagement

Growth shouldn't rely on luck or charisma. The strongest advisors rely on systems, not chance. Join Asset-Map and PSBLTY on August 19 at 2p ET for a deep dive into the enrollment framework that turns "salesy" conversations into repeatable, sustainable organic growth. Save your spot: hubs.li/Q04qKtQ60 #SalesStrategy #AdvisorSuccess #GrowthMindset

We want to shine a light on someone at Asset-Map who embodies exactly what we mean when we talk about our values: Abbey Middleton. Abbey's our latest Values in Action winner, recognized by her peers for three core values: Customer First Empathy, Simple/Rich Design and Same Team. Shortly after Abbey started, she was tasked with bringing the Growth Studio to life. No blueprint, she was just handed an idea we had. She went and talked to other employees, pulled in advisor requests, and looked at what the industry was doing that actually worked. Then she built a resource hub that gives advisors a single place to find the tools, partners, and resources they need to grow their practice. That's not a small thing. It's easy to make something helpful or something polished. Doing both at once is the hard part. What stands out is how she got there. Abbey didn't just take the assignment and disappear into a doc. She asked questions, she listened to what advisors were actually asking for, and she kept refining until what she’d built matched what people needed, not just what looked good on a slide. That's the empathy piece. It's not a value we talk about, it's one she practices. LiaJean McHenry works closely with Abbey, here’s what she had to say: "Abbey exudes a deep sense of urgency and strong work ethic. She's always seeking to learn and understand what we're doing, and always willing to help. When she says she'll do something, she does it, and does it well." That's her commitment to Same Team.  Congrats, Abbey. Genuinely glad you're here. Next month, we’ll spotlight another teammate who brings our core values to life: ✦ Integrity ✦ Customer First Empathy ✦ Elevate the Profession ✦ Simple/Rich Design ✦ Personal Responsibility ✦ "Same Team".  #ValuesInAction #CoreValuesInPractice #AssetMapCulture

Your next client isn't waiting for a referral—they are searching for an advisor right now. Speed matters. Visibility matters. If you're still relying on old-school prospecting, you’re missing the shift in how people choose advisors today. Join Asset-Map and WealthReach on August 12 at 2pm ET to see how AI prospecting can help you win the meeting. Register now: hubs.li/Q04qJQnh0 #Prospecting #AI #FinancialServices

In a commoditized industry, clarity is your greatest competitive advantage. Why do some advisors effortlessly attract their ideal clients while others blend into the background? Join Asset-Map and PSBLTY on August 5 at 2pm ET to discuss how to build a messaging framework that clarifies your value and earns trust before the first meeting even happens. Join the conversation: hubs.li/Q04rpkQN0 #PersonalBranding #FinancialAdvisors #BrandStrategy

What would it take to turn every conversation into a real opportunity? We're headed to Cetera Connect2Peers in Salt Lake City, August 3-5, and we're not just showing up to hand out swag. Every conversation at this conference is a chance, whether you're an existing Asset-Map user, an advisor still working with spreadsheets, or a strategic partner we haven't met yet. If you're there, find our team. Bring your toughest client conversation and we'll show you how Asset-Map turns it into clarity. See you in Salt Lake City.

Most advisors spend years meticulously engineering what kind of investments a household should own. But far too many completely overlook location, deciding where that wealth should actually live to avoid unnecessary tax drag. When your clients reach retirement, the last thing you want is for them to discover that an unoptimized tax setup is silently eating away at their hard-earned net value. It’s not just about the gross investment return anymore. It is entirely about what your clients keep net of fees and net of taxes. Next Thursday, August 13th at 3:00 PM ET, host LiaJean McHenry is pulling back the curtain on our highly anticipated brand-new product capability. Don't let your clients reach retirement only to realize nobody packed the tax protection. Spaces are filling up fast for this must-attend session. 👉Secure Your Spot Now #AssetMapLocation #FinancialAdvisors #TaxAwarePlanning #FinTechInnovation #ConversationalPlanning #AssetMap #AssetLocation

We're headed to San Diego for the LPL Focus Conference! If you're attending, we'd love to connect. Be sure to stop by, meet our team, and see how our award-winning visual platform is changing how advisors engage clients and spot planning gaps in real time. We've also teamed up with our integrated partner, Holistiplan, for a breakout session: "Seeing the Whole Picture: How Visual Planning and Tax Insights Are Transforming Client Meetings". This is a can't-miss session where practicing advisors will share real case studies on combining visual planning with tax insight to drive real client results. 👉 Register for the breakout session here: hubs.li/Q04r3Bq50 We hope to see you in San Diego! #LPLFocus

Ever cleaned out your garage and wondered why we don’t do the same with our finances? When you pull everything out, decide what serves you, and only put back what fits, you find idle capital, ineffective investments, and gaps that need attention. If it’s time to take a fresh look at what still fits, here’s a place to start: hubs.li/Q04qLsLC0

AI isn't replacing advisors—it's exposing which ones have the right digital foundation. If your website isn't showing up in search, you’re losing prospects every single day. Join Asset-Map and WealthReach on July 29 at 2pm ET as we walk through the technical fixes that turn your digital presence into a consistent source of booked appointments. Register here: hubs.li/Q04qJ_n_0 #DigitalMarketing #AI #AdvisorTech

What can a few days on Richard Branson’s private island teach you about being a better father, partner, and leader? Our Founder & CEO, H. Adam Holt, joins Derek Notman and Jon Vroman to unpack the Necker Island story, the REBL Dads movement, and the “AM I” framework for ambitious dads who want to do more than just provide. Hear the full story here 👇 hubs.li/Q04q335S0

Most financial advisors don't have a technology problem. They have an implementation problem. Between meetings, reviews, and everything else on your calendar, even great tools sit unused. Join Libby Greiwe, ChFC, RICP, FIC and our Founder & CEO, H. Adam Holt, CFP®, ChFC® for a LIVE Do-It-Together workshop. Build your first Asset-Map Report step by step, in real time, with practical guidance you can use the same day. Before the session, you'll receive a free trial of Asset-Map and simple instructions to get set up. Register today and leave with a client advice engagement framework you can put to work immediately. 👇 hubs.li/Q04q348Y0

Tired of the "feast or famine" lead cycle? Relying solely on word-of-mouth is a ceiling for your firm's growth. Join Asset-Map and Anasova on July 22 to learn how to build a consistent, opted-in lead stream that actually converts. We’ll show you how to blend verified prospecting with the visual clarity of Asset-Map. Save your spot: hubs.ly/Q04pZpVH0 #LeadGeneration #FinancialAdvisor #WealthTech