Visualize the facts. Discuss what matters.
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
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/hadamholt…
#LeadWithAdvice #cfp @AssetMapLLC
"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/wea…
ALT Asset-Map v Mobile Assistant in the March Fintech Madness
Asset-Map Leadership retweeted
.@MattHalloran_ breaking down #ExcellRepresent featuring: @dianacabrices @FemalesNFinance @BionicSocialite @thehannahjmoore @cherylnash2 & @alisusko_alison from @assetmapllc
#advisorspeeddemos @ProudMouth_ @sjaycoulter
So many great comments from our peers. Thanks for all that attended. FOMO? Sorry. we missed you too. LOL
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
Having a blast listening to advicetech.live ... recordings available to registrants. Have 4 pages of notes already!
#adviceTechLIVE
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
This is a great group of smart people on a topic that’s created serious angst and excitement. Attending is just time well spent.
Learn how these champions of financial advice and their platforms are harnessing #AI to help deliver advice at a whole new…lnkd.in/erDqXBnV
Personalization!? It's just a word until you understand what it means for financial professionals and why it is deemed the next big thing in our space.
The big trend we talk about in #fintech (and all tech these days), is how to create a more empathe…lnkd.in/ehTbXs5S
What is Advice Engagement fintech all about??
For those of us in the financial professional world (CFPs, CPAs, Reps, Agents, Bankers), it's what we've been doing for years.
It's the moment when we as professionals delivery our most valued client e…lnkd.in/eAPGhfp4
This is the mistake every advisor made (myself included) when implementing tech in their practice.
Watch the 1-minute video below and tell me what you think in the comments 👇
Recorded at WealthStack (Part of Wealth Management EDGE) with my peers…lnkd.in/eXBbfadX
🍾🥂Congrats @DerekNHNotman my friend on EPISODE #50! Milestone! We had our own anniversary party with friends from WealthStack (Part of Wealth Management EDGE) in florida and made it live! Great content here... open to community responses.
#LeadWithA…lnkd.in/eNxyvmuj
Every advisor I know has shared concerns about the lack of innovation in their firms. @DerekNHNotman and I share our own experiences about the challenges within financial orgs that are prolific. If you are a professional, an executive or a fintech vendo…lnkd.in/gKB43DHV
Davyde Wachell did a fantastic job in this interview podcast and pulled some great perspectives on #AdviceEngagement and how it’s the next big thing in human-delivered advice. His summary at the end brings it all home.
Looking forward to some big con…lnkd.in/etFsTCTD