How to Visualize Your Clients’ Assets and Financial Needs

06/08/23 • 36 min

Asset-Map is a tool for financial professionals to visually map and provide feedback on their client’s financial picture. With better insights into a client’s financial inventory, advisors can help clients identify risks, opportunities and track progress to their financial goals. Adam Holt joins me to discuss Asset-Map and his vision for the future of technology-enabled advice delivery.

Here are some links for more information about Asset-Map:

Asset-Map’s company website
David Leo’s article on Asset-Map, How Asset-Map Serves a Multi-Service Financial Organization
Asset-Map’s Compass tool.

A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

Here are some links for more information about Asset-Map:

Asset-Map’s company website
David Leo’s article on Asset-Map, How Asset-Map Serves a Multi-Service Financial Organization
Asset-Map’s Compass tool.

A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

Previous Episode

The Case for Non-U.S. Allocations

At of the start of this year, Rick Pitcairn took on a new position as the chief global strategist at Pitcairn, a 100-year-old multi-family office with $7bn in client assets. In this position, he is focusing on macro-economic trends and is searching for new global initiatives that will add to the firm’s growth.

Rick recently journeyed to India where he met with some of the wealthiest local families to discuss multi-generational wealth transfer. He saw that people all around the world want the same things, including economic security and a safe environment to raise their children. But the investing and business environments differ significantly. Rick knows that U.S. investors have a home bias, but he saw substantial economic growth is happening outside our borders. Rick is here to discuss if an international allocation is appropriate or too risky.

Here are some links for more information Rick and Pitcairn:

Rick Pitcairn’s bio
Pitcairn’s company website

A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule ofupcoming CE-approved virtual events. ”

Next Episode

The Hidden Benefits of 529 Plans

Saving for college and other educational needs is one of the most pressing financial planning concerns. Investors are looking to their financial advisors for guidance. In this episode, we’re going to look at the role 529 plans play and why they’re so important in improving client outcomes and in supporting practice management.

My guest, Leslie Geller, will be talking about the expanded set of educational expenses 529 assets can fund, details of Capital Group’s CollegeAmerica savings plan – one of the largest in the country with approximately $80 billion in assets under management, as well as how Secure 2.0 has lowered barriers to opening and funding a 529.

Here is a link for more information about Capital Group and its 529 offerings:

CollegeAmerica 529 Savings Plan - https://www.capitalgroup.com/individual/what-we-offer/college-america-529.html
529 Advisor Research Report – Benefits and Barriers: How advisors and clients view education savings in the current market - https://www.capitalgroup.com/content/dam/cgc/shared-content/documents/reports/03_FF_PR-529_Advisor_Study.pdf
My previous podcast with Leslie: The Questions to Ask Your Female Clients - https://www.advisorperspectives.com/podcasts/2019/12/16/the-questions-to-ask-your-female-clients

A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”