{"id":57482,"date":"2024-02-07T07:00:43","date_gmt":"2024-02-07T15:00:43","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=57482"},"modified":"2025-09-17T18:16:18","modified_gmt":"2025-09-18T01:16:18","slug":"5-of-the-best-advisor-sites-that-include-asset-map","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/5-of-the-best-advisor-sites-that-include-asset-map\/","title":{"rendered":"Financial Advisor Websites with Asset-Map: 5 Examples"},"content":{"rendered":"<p>As a software solution, <a href=\"https:\/\/www.asset-map.com\/\" target=\"_blank\" rel=\"noopener\">Asset-Map<\/a> helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map&#8217;s software also feature the tool on their website as part of their prospecting efforts. But what should you highlight? And where should you include information on the software on your site to inform potential clients?<\/p>\n<p>In this blog, we answer that question by looking at 5 of our favorite advisor sites that include Asset-Map. Feel free to explore this list to see how advisors incorporate the software into their digital presence and to find inspiration for your own.<\/p>\n<h2>5 Best Advisor Sites that Include Asset-Map<\/h2>\n<h2>1. Well Lived Wealth<\/h2>\n<p><a href=\"https:\/\/www.welllivedwealth.com\/\" target=\"_blank\" rel=\"noopener\">Well Lived Wealth<\/a> highlights the social relationship shared between advisors and their clients. By defining wealth as both a financial status and a sense of well-being, the site establishes that the wealth management process should be a personal one. This is furthered by the site&#8217;s design, copy, and interactive quiz. Asset-Map works its way into this process by being featured on the services page, where Well Live Wealth offers a full pdf on Asset-Map and its benefits.<\/p>\n<h2><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-57490 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2024\/02\/Well-Lived-Wealth-1024x468.png\" alt=\"Well Lived Wealth homepage\" width=\"840\" height=\"384\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Well-Lived-Wealth-1024x468.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Well-Lived-Wealth-300x137.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Well-Lived-Wealth-768x351.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Well-Lived-Wealth-1536x703.png 1536w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Well-Lived-Wealth-350x160.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Well-Lived-Wealth.png 1843w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/>2. Maven Lane Financial Group<\/h2>\n<p><a href=\"https:\/\/www.mavenlanefinancialgroup.com\/questionnaire\" target=\"_blank\" rel=\"noopener\">Maven Lane Financial Group<\/a> takes a similar approach by prioritizing personalization and integrating the Asset-Map process into their initial onboarding process. On the <a href=\"https:\/\/www.mavenlanefinancialgroup.com\/questionnaire\" target=\"_blank\" rel=\"noopener\">Scheduling page<\/a>, you can find a breakdown of Asset-Map and the benefits it will provide to the advisor-client relationship. By highlighting these benefits, Maven Lane Financial Group leverages Asset-Map as their primary call-to-action and a key element of their personalized plans.<\/p>\n<h2><img decoding=\"async\" class=\"aligncenter wp-image-57487 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2024\/02\/Maven-Lane-1024x646.png\" alt=\"Maven Lane asset map\" width=\"840\" height=\"530\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Maven-Lane-1024x646.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Maven-Lane-300x189.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Maven-Lane-768x485.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Maven-Lane-350x221.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Maven-Lane.png 1318w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/>3. Bracker Wealth Management<\/h2>\n<p>Similar to example two above, <a href=\"https:\/\/www.brackerwealthmanagement.com\/asset-map\" target=\"_blank\" rel=\"noopener\">Bracker Wealth Management<\/a> outlines the benefits of Asset-Map to initiate a potential meeting. Where it largely stands out from our previous example, though, is its location in the site navigation. Rather than appearing under services, Bracker Wealth Management has a dedicated page set up for describing the benefits of Asset-Map process. This allows them to link to this page from anywhere on their site to highlight the benefits in multiple locations. For example, an additional link calls out to the Asset-Map page, directly on the site homepage.<\/p>\n<h2><img decoding=\"async\" class=\"aligncenter wp-image-57486 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2024\/02\/Bracker-Wealth-Management-1024x708.png\" alt=\"Bracker Wealth Management asset map\" width=\"840\" height=\"581\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Bracker-Wealth-Management-1024x708.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Bracker-Wealth-Management-300x207.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Bracker-Wealth-Management-768x531.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Bracker-Wealth-Management-350x242.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Bracker-Wealth-Management.png 1238w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/>4. Route 65 Financial<\/h2>\n<p>After that, we have <a href=\"https:\/\/www.rt65financial.com\/services\" target=\"_blank\" rel=\"noopener\">Route 65 Financial<\/a>, which uses Asset-Map in its services pages like our other examples but takes an opportunity to differentiate their offer by relating the Asset-Map process to their branding. Words like &#8220;path&#8221; and Asset-Map&#8217;s own &#8220;map&#8221; play into the firm&#8217;s name and value proposition \u2013 &#8220;Your Destination. Our Dedication,&#8221; which makes personalized plans offered by Asset-Map&#8217;s software feel like a natural inclusion into Route 65 Financial&#8217;s services.<\/p>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-57485 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2024\/02\/Route-65-1024x531.png\" alt=\"Route 65 asset map page\" width=\"840\" height=\"436\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Route-65-1024x531.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Route-65-300x156.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Route-65-768x398.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Route-65-350x181.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Route-65.png 1524w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/>5. Equitable Advisors<\/h2>\n<p><a href=\"https:\/\/www.equitablesocal.com\/asset-map\" target=\"_blank\" rel=\"noopener\">Equitable Advisors<\/a> stands out on our list by offering Asset-Map under its &#8220;tools&#8221; page. Here, the focus on Asset-Map is more about how it empowers the advisor-client relationship and adds to the benefits of working with Equitable Advisors. By placing information on Asset-Map on the same page as other tools, the firm also gives a clearer picture of what it might look like to work with them.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-57483 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2024\/02\/Equitable-Advisors-1024x671.png\" alt=\"Equitable Advisors asset map page\" width=\"840\" height=\"550\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Equitable-Advisors-1024x671.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Equitable-Advisors-300x197.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Equitable-Advisors-768x503.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Equitable-Advisors-350x229.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2024\/02\/Equitable-Advisors.png 1239w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/h3>\n<hr \/>\n<h2 style=\"text-align: center;\"><span style=\"color: #2d69ff;\">The All-in-One Marketing Platform<\/span><\/h2>\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-59daf30 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"59daf30\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\" style=\"text-align: center;\">\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-7029cc5 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"7029cc5\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-810c0f1 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"810c0f1\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-12c991c animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"12c991c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-7029cc5 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"7029cc5\" data-element_type=\"widget\" data-settings=\"{}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"elementor-element elementor-element-810c0f1 animated-slow elementor-widget elementor-widget-text-editor animated fadeIn\" data-id=\"810c0f1\" data-element_type=\"widget\" data-settings=\"{}\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p>We make it easy to market effectively. Everything you need \u2013 website, email, social media, blogs, events, video and printed cards \u2013 all in one place. Whether you&#8217;re trying to reach retirees, millennials, or more, this marketing platform is the one for you.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p class=\"hero\" style=\"text-align: center;\"><span style=\"color: #2d69ff;\"><a class=\"btn\" style=\"color: #2d69ff;\" href=\"https:\/\/fmgsuite.setupwp.io\/marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Find Out More Here<\/a><\/span><\/p>\n<hr \/>\n<p class=\"hero\" style=\"text-align: center;\">\n","protected":false},"excerpt":{"rendered":"<p>As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them [&hellip;]<\/p>\n","protected":false},"author":43,"featured_media":57488,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[128],"tags":[309,307,308,113,294,310],"class_list":["post-57482","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-websites","tag-asset-map","tag-client","tag-communication","tag-marketing","tag-website","tag-websites"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v26.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Advisor Websites with Asset-Map: 5 Examples | FMG<\/title>\n<meta name=\"description\" content=\"See how 5 top financial advisors effectively showcase Asset-Map on their websites to attract and convert high-value prospects. 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