{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Gaining Perspective","title":"How to Visualize Your Clients’ Assets and Financial Needs","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/ad7ca2e4\"></iframe>","width":"100%","height":180,"duration":2205,"description":"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.”","thumbnail_url":"https://img.transistorcdn.com/PTFFMY6oB5YIXhFWQJmDXes0bWUNRHouyrCPK2DHNYM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQ2MTYzLzE2OTc2/NDU2MDktYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}