Asset-Map

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: https://hubs.li/Q04qK3Cs0

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 👇
https://hubs.li/Q04q2T_30

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 Greiwe, ChFC, RICP, FIC and our Founder & CEO, . 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. 👇
https://hubs.li/Q04q2ypc0

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: https://hubs.ly/Q04pZb_90

AI agents, CRM wars, and the future of advisor growth all in one convo.

Our Founder & CEO, H. Adam Holt, joined Craig Iskowitz on WealthTech Today to dig into the latest AdvisorTech headlines.

Check out the full conversation and see what’s next for advisor growth and planning tech 👇
https://hubs.li/Q04pt7ww0

$83 trillion is changing hands. Are you ready?

Join us July 23 for a live webinar where LiaJean McHenry breaks down how to turn complex estate conversations into clear, visual, and actionable plans, so you can secure the next generation of wealth before someone else does.

Save your seat → https://hubs.li/Q04pLNnN0

“There are no perfect dads… focus on quality versus worrying about quantity.”

Our CEO, H. Adam Holt, joins Matt Ackerman on the Perfectly Integrated podcast with Paul Saganey for a raw conversation on REBL Dad, intentional presence, and leading at home while building a business.

Tune in here for the full conversation 👇
https://hubs.li/Q04plCj80

The advisors winning in today’s market aren’t sending generic messaging to everyone in their database.

They’re targeting one audience at a time, with content that speaks directly to that audience’s exact financial situation, and then using Asset-Map to make that situation visible in a Discovery conversation.

That’s the Growth Studio model. One niche, one audience, and one set of problems at a time. Along with everything you need to move from first touch to closed.

Stop marketing broadly. Start resonating deeply.

The Growth Studio is where advisors go to grow, starting at just $29.99/month 👇
https://hubs.ly/Q04prKBX0

Each month we celebrate the teammates who bring our core values to life:
✦ Integrity ✦ Customer First Empathy ✦ Elevate the Profession ✦ Simple/Rich Design ✦ Personal Responsibility ✦ "Same Team". Our June Values in Action winner is LiaJean McHenry, Sr. Customer Success Manager! 🤩

Values in Action is a peer-driven recognition program dedicated to celebrating how we live our core values daily.

LJ was recognized for embodying the value of customer first empathy, always prioritizing the needs and satisfaction of our customers in all that she does.

Here's what her peers had to say:

- When you think of LJ, it's not hard to come up with a long list of ways she puts clients first. She is relentless in her pursuit of ensuring our clients have a great experience with us. She is a living embodiment of putting the customer first!

- LJ over this last quarter has taken on a lot of projects that are complex yet valuable for our client base. I'm really proud of the work and growth that I have been seeing in LJ. We are lucky to have you on our team, LJ, and we thank you for, in many ways, setting the standard for how we treat our largest clients.

Please join us in celebrating LJ by sending congratulations her way. 🎉

Stay tuned to see who our next Values in Action winner will be!