Join us for this special event!

Most financial advisors don't have a technology problem.

They have an implementation problem.

You buy a new tool, attend the onboarding, watch a few training videos, and then life gets busy. Before long, that "game-changing" software is sitting on the shelf collecting digital dust.

This isn't another software demo… It's a Do-It-Together (DIT) workshop.

Before the session, you'll receive a free trial of Asset-Map and simple instructions to get set up. Then, during this live workshop, you'll build your first client Asset-Map alongside us in real time.

Join Libby Greiwe and Adam Holt, Founder of Asset-Map, as they walk you step-by-step through the process of creating your first map and demonstrate how to immediately use it to elevate client conversations, uncover planning opportunities, and create a more engaging client experience.

By the end of this workshop, you'll have:

• Created your first household Asset-Map!
  • Learned the fastest way to gather and organize client information
  • Seen how Asset-Map transforms complex financial data into a simple visual conversation
  • Discovered ways to uncover opportunities and deepen client engagement in every meeting
  • Left with a practical framework you can immediately use with clients

No endless tutorials. No overwhelming setup. No "I'll get to it later."

Just one hour dedicated to getting started successfully.

Event Details:

📅 Date: July 28th
⏰ Time: 4:00pm EST
📍 Location: Live on Zoom