ASCEND TO THE NEXT LEVEL

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

This unique training event: 

• Is incredibly interactive with the ability to ask presenters questions all throughout. Team members stand by to ensure they get answered.
• Caters to the concerns of an individual's 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 including client engagement and practice management.
• Teaches language to use in every meeting that leads to more engaging and 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!

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Become an Asset-Map expert

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 1 day - 5 hours. 

12:00 pm - 5:00 pm EST

Boot Camp 201: Master the advanced concepts and strategies to garner you more business and boost your return on investment. Total course time: 2 days - 5 hours each. 

12:00 pm - 5:00 pm EST (both days)

OUR BEST VALUE! Boot Camp Combo: Boot Camp Combo takes subscribers from neophyte to pro and dramatically increases your ROI while saving by bundling your courses. Total course time: 3 days - 5 hours each.

12:00 pm - 5:00 pm EST (each day)

Added bonus! Attendees will have the opportunity to engage directly with our Sr. Training Manager, LiaJean McHenry; Sr. Customer Onboarding Advisor, Sean Dodds; and Founder & CEO, Adam Holt, and have your questions answered!

LiaJean McHenry

Sr. Training Manager

LiaJean McHenry is a seasoned Fintech training professional with over 7+ years in the industry. She has facilitated hundreds of courses, both in-person and virtually, where her main focus is financial professionals' success. She is known for her strong communication skills and is well respected by clients and community partners. She looks forward to leading detailed, strategic lessons at Boot Camp that will improve your Asset-Map experience by providing a deep dive into our client engagement platform.

H. Adam Holt

CEO & Founder

H. Adam Holt has been a financial advisor for over 20 years, during which time he has helped build and manage his wealth management firm to over $1B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide.

Sean Dodds

Sr. Customer Onboarding Advisor

Sean Dodds is an experienced Fintech expert who has trained and onboarded hundreds of financial advisors from all over the country. Sean is passionate about seeing systems and processes put into place that lead to long-term success via the Asset-Map platform. Through his experience, he has helped professionals strategically implement Asset-Map into their practice. He is excited to join Boot Camp and help grow your knowledge of the asset-map platform in new and exciting ways.

" 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