As CEO and Advisor Advocate at Forefront Wealth Partners, Eric Negron, CEPA®, is on a mission to empower advisors and create real, tangible results for clients. Read on to learn how Negron used Asset-Map’s intuitive deliverables, hands-on training, and scalable tools to revolutionize Forefront’s processes and boost conversion rates by 40% across the board.
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Check out our marketing checklist below to see where you stand in terms of strategy and how you can better implement these best practices into your business.
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Explore why digital marketing for financial advisors is essential to draw clients to your firm. By using this check list, you can do a digital audit to better understand how you can improve your digital marketing efforts.
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On Tuesday, Asset-Map, the popular visualization software provider announced the firm had closed a $6 million Series B funding round.
Headquartered in Philadelphia, Asset-Map, with a workforce of 40, has now raised $7.6 million in total funding since inception.
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Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to bring the fintech’s visualization and financial planning tools to Cetera’s roughly 8,000 financial advisors.
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When Richard Hughes, a top 50 portfolio manager in Cananda and co-founder of Canada’s Best Pension Plan (CBPP), attempted to improve service levels in the group retirement space and differentiate himself from other advisory firms, he found an ally in Asset-Map.
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When Hemingway added Asset-Map to his technology stack, he knew he was getting a tool that would help him easily collect information from both new and existing clients. But in the years since adopting the client engagement platform, he’s also found ways to leverage its capabilities to generate more precise conversations and use its time-saving features to complement plans built with eMoney.
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In her work as a CPA, Susan Joy Bruno considers a few different factors when it comes to collecting information from clients. She began her search for a tool that could spark conversations and get those individuals involved. That’s when she found Asset-Map.
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