Boot Camp was created to provide master-class level training to our subscribers. 

This unique training event: 

• Is highly interactive, enabling advisors to ask questions live. Our team members will be nearby to ensure all questions are answered promptly.
• Caters to the real-world needs of your practice.
• Allows for live and direct insights with other top users and the opportunity to hear what's working well for others.
• Concentrates on many of the critical soft skills that lead to success, including advice engagement, conversational planning, and effective practice management.
• Teaches proven language for every meeting that leads to more productive client conversations.
• ...and so so much more!

Join us! We would love to have you!

P.S. We record the sessions and make them available for 30-days post-event for playback. So if you want to look back at a certain part, or have to step away a moment, you can rest easy!

Master the basics in Boot Camp 101 and then level up to a power user with Boot Camp 201.

Boot Camp 101: Your introduction to the fundamentals of using the Asset-Map platform while learning how to create and deliver your client experience with Asset-Map. Total course time: Each day = 4 hours. 

12:00 pm - 4:00 pm ET (Just Day 1)

- Introducing Asset-Map
- Leveraging Discovery
- Filling in Gaps
- Asset-Map Frameworks
- Glimpse of Analysis Tools
- Client Portal
- Interactive Reports/Building Deliverables
- Hidden Gems

Boot Camp 201: Master the advanced concepts and strategies to garner more business and boost your return on investment. 201 is broken into two days - total course time: 2 days, 4 hours each.

12:00 pm - 4:00 pm ET (Days 2 & 3)

Part 1:
- Stencils (advanced): Power in Placeholder
- Signals
- Target-Maps Deep Dive
- How top advisors are scaling ROI with Asset-Map, with insights from Founder & CEO, H. Adam Holt
 

Part 2:
- Five High-Impact Client Conversations for 2026
- Preparing/Using Asset-Map in Client Meetings
- Marketing Asset-Map
- Wielding Asset-Map as your ongoing financial GPS (featuring Founder & CEO, H. Adam Holt)
- Product Vision

OUR BEST VALUE! Boot Camp Combo: Our Combo takes subscribers from rookies to ROI-ready pros, increasing your practice impact and accelerating advice engagement. Total course time: 3 days - 4 hours each.

12:00 pm - 4:00 pm ET (All 3  Days)

All 3 days. Agendas are listed above.

 

Bonus! Attendees will have the opportunity to engage directly with our Sr. Customer Success Manager, LiaJean McHenry; Sr. Customer Success Advisor, John Birney; and Founder & CEO, H. Adam Holt, and have their questions answered!

" Literally Asset-Map is evolving the financial planning process and the profession. Attend this Boot Camp to bring your skills and aptitudes to the next level. "

- E. Negron

" Adam and the team train on the recent innovations. There are multiple best practices to immediately implement. It is a no holds barred on how Asset-Map is getting better and how advisors are getting better results by using the system. "

- A. Bowman

" I highly recommend attending the Boot Camp to maximize the value of your Asset Map investment. I will be putting the additional knowledge gained to use immediately. "

- E. Yetsko

" Fantastic content. Well worth my time and money invested in me and my practice! "

- R. Hunt