Discover Potential Financial Pain Points for Clients to Help Facilitate Conversation

Learn how to leverage our screening tool Signals, to examine your households data. Signals lets us know if it appears where clients fall if 6-critical life events take place, will they be ok? Signals is not a perfect solve, but a powerful tool that gives you permission to explore and run the numbers to prove to clients whether they are on the right path. Signals are paired best with Target-Maps.

About Asset-Map:
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.8 million people and $1.5 trillion in financial instruments.

Learn more about Asset-Map: https://www.asset-map.com/

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