After 10 years in the making, our integration with @eMoneyAdvisor is officially LIVE! Learn more about how our exciting new integration allows advisors to leverage their complex data in eMoney while simplifying conversations with Asset-Map's visual platform. Full article 👇 bwnews.pr/4ouMzY2

Enjoyed this great webinar with our friends at @AssetMapLLC. Thanks for live posting it, Ali!

"When you're vetting firms you want to go to, you better look at that contract and see who owns what data on what systems." — @eric_j_negron, CEO of @forefrontwp In the massive shift of advisors moving between wirehouses, independent broker-dealers, and RIAs, two questions matter most: who owns the data, and who is responsible for protecting it? Advice delivery in the future is going to be heavily driven by the connected data that supports it. Think about AI being connected to the data as it exists today, this cannot be quickly untethered or disconnected, and so data ownership is going to be critical. Check out what 50 thought leaders think advisors need to keep top of mind in the next few years to make sure they arrive with the right tools and mindset! Download our "Advice Delivery in 2030" whitepaper 👇 hubs.li/Q04kPWnQ0

What if the most powerful thing you could hand a client after a meeting wasn’t a detailed report, but something their spouse could actually understand? In this episode, @alisusko_alison, our VP of Community, joins @MikeLangford at the Fearless Investing Summit to explore why simplicity may be the most underrated competitive advantage in financial planning today. They discussed why so many advisor deliverables still require the advisor to be in the room to make sense of them, how the “non-CFO spouse” is reshaping client communication, and why the industry is moving from deep complexity to relationship-first simplicity. The conversation also covered our fastest-growing integration with @eMoneyAdvisor, how @JumpAdvisorAI can build an Asset-Map Report from a recorded meeting in real time, and why multi-generational planning is becoming essential. If you’re thinking about how to create more intuitive client experiences and more meaningful conversations, this episode is worth your time. Listen here 👉 hubs.li/Q04kWmd70

To delegate to staff via @ContioAI use it as your assistant via @AssetMapLLC’s CEO H. Adam Holt, CFP #fintechnews #financialadvisor #AI

Treat @ContioAI as if it’s your assistant explains @AssetMapLLC’s CEO H. Adam Holt, CFP. #FintechNews #AI #financialadvisor

@AssetMapLLC was created to show “the complexity of families” in a clean, clear, visual format,” explains CEO Adam Holt, CFP via webinar with @ContioAI. #FintechNews #fintech #financialtechnology #financialadvisor

.@AssetMapLLC and @ContioAI’s webinar has just started!!!

At Asset-Map, we believe the best conversations happen when people feel seen and understood. That applies at work and at home. That is why we are proud to celebrate our Founder and CEO, H. Adam Holt, CFP®, ChFC®, on the release of REBL Dad: What 100 Fathers Reveal About Successful Leadership at Home and Work, co-authored with Derek N.H. Notman, CFP® and featuring a foreword from Richard Branson. Over 100 fathers shared their stories. The lesson that kept showing up: you do not have to choose between building something meaningful and being present for the people who matter most. Father's Day is June 21. Still time to order. hubs.li/Q04l2Tlq0

Every advisor I talk to has the same quiet problem. The meeting ends and the follow through never happens. That is exactly what @AssetMapLLC and I are fixing live tommorow. Come build the back half of the meeting with us!

Most client conversations end before the follow-through starts. We're joining @AssetMapLLC on June 11th to show what happens when that changes. Live webinar. June 11, 2pm ET. Reserve your spot today! Link in the comments.

Last chance to grab your spot! ⏰ Tomorrow, we're going LIVE with @ContioAI to show how you can turn every client meeting into real-time decisions and instant follow-through with our newest integration. Join us and see what more productive, more connected client meetings can look like 👇 hubs.li/Q04kW__b0

See you in Anaheim? 🤔 If you're attending the MDRT Annual Meeting, make sure you stop by our Founder & CEO, H. Adam Holt, CFP, ChFC's presentation! Tomorrow, he's going to be diving into how empathy, judgment, real-time insight, and trust-building set exceptional advisors apart, and how technology like Asset-Map can support, not replace, the human side of advice. Can't wait to see you here 🤩

What if growth in your advisory practice is less about adding complexity, and more about creating clarity? In the latest episode of The Elite Advisor Podcast hosted by Sten Morgan, CFP®, ChFC®, you'll learn the inflection points that shaped our Founder & CEO, H. Adam Holt's career, from the early challenges of building a practice to creating Asset-Map, now used by thousands of advisors globally. The conversation explores why clients want clarity more than analysis, how simplicity helps advisors scale, and why mentorship, coaching, systems, and teams are such powerful drivers of long-term growth. If you’re looking to simplify your message, strengthen client communication, and deliver more value in less time, this episode offers practical perspective for modern advisors. Listen here 👉 hubs.ly/Q04jRQq70

Advisors: What if every client meeting ended with clear next steps, without hours of follow-up? 🤔 Join Asset-Map Founder & CEO H. Adam Holt, CFP, and Contio Founder & CEO Aaron Klein for a live webinar, happening NEXT WEEK at 2pm ET, showcasing our newest integration with Contio. See how Asset-Map becomes your real-time decision hub while Contio handles prep, in-meeting intelligence, and flawless follow-through. Reserve your spot today 👇 hubs.li/Q04k3YCq0

You've been in that meeting. 😬 The one where the conversation stalls, your new prospect hesitates, and you're not sure where to take it next. Our next Accelerate session will help you tackle the awkward moments that prevent conversions. Join LiaJean McHenry and John Birney as they simulate a real client meeting using Asset-Map in real time, so you know exactly what to say and do when it matters most. We’re diving into it all tomorrow, and you don’t want to miss it! 📅 Thursday, June 4 | 3 pm ET 👉 Register now → hubs.li/Q04jR4wM0

We’re excited to share that our Founder & CEO, H. Adam Holt, CFP, ChFC, will be speaking at the upcoming @MDRTweet Annual Meeting. As clients gain access to increasingly sophisticated digital tools, the traditional way advisors present financial plans is rapidly changing. Adam will explore how to design more meaningful client experiences and why the real competitive edge isn’t artificial intelligence, but advisor intelligence instead., He’ll dive into how empathy, judgment, real-time insight, and trust-building set exceptional advisors apart, and how technology like Asset-Map can support, not replace, the human side of advice. If you’re heading to MDRT, be sure to add this session to your agenda and discover new ways to elevate your client conversations 👇 hubs.li/Q04jQ_VV0

Better financial conversations start with better clarity. TOMORROW, join Asset-Map @Wealthbox to explore why visual financial planning helps clients better understand their picture, stay engaged, and make decisions with greater confidence. We’ll cover the psychology behind visual vs. text-heavy communication, and how advisors can create a more modern, collaborative client experience. Register here: bit.ly/3Qg9Als

"Advisors need to be adaptable, creative, and tech-savvy to meet their clients' evolving expectations. It's not just about investments anymore." — @TorieHappe, Jump Advisor AI Future-ready advisors must leverage technology, sharpen their human skills, and become relationship managers who deliver a truly comprehensive experience. Torie's perspective is one of 48 voices in our new white paper, Advice Delivery in 2030. Inside: you'll learn - How the advisor role is shifting from product expert to relationship architect - The skills that separate the advisors who thrive in 2030 from those who get squeezed out - Where AI fits in your practice, and where the human still wins - What firms should be investing in today to stay relevant five years from now Download it free 👇 hubs.li/Q04j5WzX0