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Allison Susko

Allison Susko

VP of Community at Asset-Map, a financial technology software company for advisors.

May 26, 2026

8:25
Yeah.
8:26
So many advisors tell us that...
8:27
A- and if those of you who aren't famili- familiar with Asset-Map, there's a report that lays out everything that's important to the client in basically one financial page.
8:36
And a lot of times clients or sometimes spouses, maybe the spouse that's not super involved in the day-to-day decision-making of finance, looks at an Asset-Map report and says, "This is the first time I've ever seen my finances in a way that I could actually consume it." Or they'll say things like, "This is the first time I've been able to see this, and it's what I've always wanted.
8:53
I just didn't know how to ask you for it."

11 MINS LATER

19:31
Yeah.
19:31
So Asset-Map focuses so heavily on let's talk about everyone who matters to you financially, whether it be grandma who's giving you an inheritance, maybe you have a niece who's a little bit financially dependent on you.
19:42
Let's get the whole picture laid out.

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