From Meetings to Momentum: Elevating Client Conversations with Asset-Map and Contio

Financial Advisors: Walk into every client and prospect meeting fully prepared — and stay fully present once you're in the room. See how the Asset-Map + Contio integration does 90% of the prep for you and captures everything, so your expertise is impossible to miss. Join H. Adam Holt, CFP, Founder & CEO of Asset-Map, and Aaron Klein, Founder & CEO of Contio, for a live look at how this AI-native partnership helps advisors deliver high-touch client and prospect meetings in less time. Pair Asset-Map's visual financial clarity with Contio, the AI operating system for meetings: drop in a financial plan or performance report and Contio builds your meeting game plan — key talking points, the changes to discuss, and the questions your client will ask before they ask them. You walk in ready without the prep work, and stay focused on the relationship while notes and action items capture silently. All without a bot in the room or a word recorded. ‍ What You Will Learn: Be Present, Not Distracted: Learn how to launch Contio directly within Asset-Map to capture notes and action items without ever breaking eye contact with your client. The Power of Momentum: Discover how every client conversation flows straight into the work that follows it — warm follow-up emails, CRM notes, and action items drafted automatically — so no insight or commitment ever stalls in the admin pile. Seamless Continuity: See how to revisit prior conversation summaries with a single click from the household’s meeting catalog to ensure you are fully prepared for every interaction. Strengthen the Human Connection: Understand why investors value modern, user-friendly tech and how this integration elevates the professional expertise you deliver. ‍ Don’t miss this opportunity to see how the next generation of financial advisors is using technology to become more present and more productive. Learn more about Contio for financial advisors: https://www.contio.ai/solutions/finan... Try Contio Elite for free for 21 days. Stay on the Free plan if Elite's not for you: https://www.contio.ai/signup?utm_sour...