September 2024 Product Update
This month we have some brand-new advisor marketing content and tools to help you with both prospecting and client retention using Asset-Map, we’ll dive into one of our most popular, but lesser-known features, Stencils and the Stencil Library, and we want to personally invite you to the biggest virtual advisor conference of the year, AdviceTechLIVE!
Full transcript:
Welcome back to Asset-Map Product Updates
A monthly series highlighting the latest innovations we’re releasing on our platform.
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This month we have some brand-new advisor marketing content and tools to help you with both prospecting and client retention using Asset-Map, we’ll dive into one of our most popular, but lesser-known features, Stencils and the Stencil Library, and we want to personally invite you to the biggest virtual advisor conference of the year, AdviceTechLIVE!
Let’s dive in….
First up, let’s check out our new and improved Advisor Marketing Kit! Free to use for any Asset-Map subscriber, this kit helps you prospect new clients, generate leads, and revisit clients using our unique Asset-Map tools to get them engaged.
This kit includes a suite of new templates for email, social, sample reports, flyers, website components, and more so that you can simply drop your logo and other business details in the template, and press send. In addition, we can also quickly customize our branded marketing video (free for any Elite subscribers) which explains the Asset-Map process as a service in detail, ready for your clients to understand how your business is different from other advisors clearly.
Did you know clients find only 64% of content resonates with them in meetings with their advisors? So it’s critical to enhance client comprehension of your recommended strategies by using our plug-and-play suite of marketing materials.
Let’s show your clients just how easy it is to take control of their financial situation. Check out our Customer Support article for more information on how to get started with the Asset-Map Marketing Kit.
Have you used our Stencils feature to help increase your data-entry efficiency and customize your reports to focus on varying niches within your practice? Let’s back up a little. You know how when you’re watching Netflix, it recommends shows based on what you’ve enjoyed watching?
Well Asset-Map can do the same kind of thing – let’s say your practice often serves high-net worth doctors, or tech entrepreneurs, military families, or another niche set of clients. Within that niche, you’ll likely find that what applies to one person within that professional grouping, will often apply to most of them. So you can create templates (or use our comprehensive Stencil Library for the most recommended templates) that automatically create placeholders for the assets, liabilities, insurances, and other financial information that you’re likely to expect from that specific group.
Stencils provides template boxes on the Asset-Map report itself, so that next time you’re in a meeting with the client, you can ask - hey, do you have this asset? Or should we expect that liability or retirement to be added in the future? It enables you to target specific groups by identifying financial information that you’ve overlaid from their peers - saving you time and opening up quick-fire opportunities to add more assets under management. It’s a win win.
And finally, for today…. It’s baaaaaaccck!
AdviceTechLIVE is entering its 5th year - we’re renowned for being the biggest virtual advisor conference in the industry - and we’re celebrated for our contributions to charity, having raised more than $140,000 over the past 5 years.
Our two-day - lift all boats - community event, features 20 FinTech speed demonstrations so you can see all the latest tech innovations in quick succession, we’ll be showcasing a special Asset-Map set of innovations, as well as leaders from industry giants like Carson, SEI, AssetMark and more on keynote panels where you can see investment management leaders on stage TOGETHER discussing how to elevate the human experience through financial technology.
And the best part is it’s FREE to take part thanks to our incredible sponsors, so you can get all the valuable information you need, support a charitable cause, potentially win a prize or two, and make sure you vote for your favorite tech winners as part of the new AdviceTechLIVE awards! You as the audience will choose which companies are making the biggest impact in the industry, who’s disrupting with their innovations, and who is our next rising tech star.
We can’t wait to see you there on November 12 and 13 - there’s no reason to wait, register today to get it on your calendar!
That’s all for this time, see you next month.