Asset-Map Leadership @asset_map
Visualize the facts. Discuss what matters. asset-map.com Philadelphia, PA Joined September 2011-
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We’re not just SaaS for Advisors. We’re investing in Process-as-a-Service. And it changes how early “value” shows up in advice conversations. If you’d like to see how we demonstrate this live, here’s a short founder demo: 👉hubs.li/Q03-kGfp0 #SaaS #FinTech #WealthTech
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A client grabbed my Asset-Map right out of my hands and said, “Don’t bring that big pile of research again—this is what my spouse has been asking me for to finally understand our finances.” How Asset-Map evolved 5-minutes: bit.ly/4ptp69j
So here is my contribution to the industry after going to #SHIFT2024 last week. Hearing the mantra we've been chanting for years - Talking all about Human Advice Delivery. Enjoy, share, comment, nod your head! linkedin.com/posts/hadamhol… #LeadWithAdvice #cfp @AssetMapLLC
@mobileassistCEO @RedtailCRM @ThreeCrownsLLC omg. Please. You may have 3x1 employees at @MobileAssistant but its all "Talk" where we are all "Show". VOTE NOW~!
@DerekNHNotman Great session on the Convenience Economy for #FinancialAdvisor
"Talk This!" @MobileAssistant elephant as @AssetMapLLC Mappy dunks on your party in the #fintech Madness Bracket from @ThreeCrownsLLC Everyone Vote today! Winner faces @RedtailCRM v. @WeAreWealth threecrownsmarketing.com/wealthtech-mad…
@PatBriskey @AssetMapLLC @RightCapitalHQ Interesting ask @PatBriskey. I would pose the following analogy: is an X-ray redundant to an MRI or it’s complement? Depends on the patient, Dr and diagnosis. 70% of @AssetMapLLC users claim to retain another planning tool for just those moments. I did. 1600 on AM, 7 on eMX
@RetirementRisks @redtailtech Amazing that this was the same temple that the #elders gathered in! Humbled.
@RetirementRisks @investmentnews @FinServOrg Alphabetically for sure! Lol. You keep Amazing company
Asset-Map Leadership retweeted
.@MattHalloran_ breaking down #ExcellRepresent featuring: @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 & @alisusko_alison from @assetmapllc #advisorspeeddemos @ProudMouth_ @sjaycoulter
@finadvisortv @MattHalloran_ @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 @alisusko_alison @AssetMapLLC @ProudMouth_ @sjaycoulter So many friends were honored here! Thank you @MattHalloran_ and @sjaycoulter . Cheryl, Diana, Hanna and Sheryl!! .... @alisusko_alison Queen of Community! @AssetMapLLC
So many great comments from our peers. Thanks for all that attended. FOMO? Sorry. we missed you too. LOL
These two are pros. Loved the experience at #advicetechlive well done!!! @AssetMapLLC
Asset-Map Leadership retweeted
Thank you AssetMap for including Income Lab in what was an amazing #AdviceTechLive 2023 event. On top of being a part of a impressive line up we were able to raise awareness for Invest in Others and the Leukemia and Lymphoma Society in memory of Gavin Spitzner. To donate to t ...
WealthManagement article on #AdviceTechLIVE keynote day 1. Day 2 keynote starts in 4 minutes!
Our #AdviceTechLIVE Keynote Panel was featured on @wealth_mgmt! Industry thought leaders like David Karr (@EquitableFin), Burt White (@CarsonGroupLLC), and Colleen Bell (@CambridgeIBD) spoke about the future of advice delivery and engagement bit.ly/3QrAlzH
Expert panel breaking down the day and what they saw. Bow that’s different content! Keep disrupting. AdviceTech.LIVE #AdviceTechLIVE
5 minute BIO BREAK @ #adviceTechLIVE nowwwwww
Having a blast listening to advicetech.live ... recordings available to registrants. Have 4 pages of notes already! #adviceTechLIVE
@MichaelKitces Action on consultative advice requires three PROOFs of the advised party: 1. You know me 2. You know my situation. 3. You know my options. Once you provide consumable proof of these three -only then is your advice actionable: From this the tenants of @AssetMapLLC evolved.
Asset-Map Leadership retweeted
🎙️Check out Ep 55 of Rethink where @GoldmanSachs Managing Director and US Navy Captain Richard Lofgren chats about what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow. bit.ly/3PJBgeu
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