How to Visualize Your Clients’ Assets and Financial Needs

Asset-Map is a tool for financial professionals to visually map and provide feedback on their client’s financial picture. With better insights into a client’s financial inventory, advisors can help clients identify risks, opportunities and track progress to their financial goals. Adam Holt joins me to discuss Asset-Map and his vision for the future of technology-enabled advice delivery.

-

Here are some links for more information about Asset-Map:

• Asset-Map’s company website
• David Leo’s article on Asset-Map, How Asset-Map Serves a Multi-Service Financial Organization
• Asset-Map’s Compass tool.

A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”