
Allison Susko
VP of Community at Asset-Map, a financial technology software company for advisors.
1
APPEARANCES
1
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
May 26, 2026
Why Your Clients Don't Need a 75-Page Report (And What to Give Them Instead)
8:27
8:36
19:31

Allison SuskoGUEST
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.

Allison SuskoGUEST
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.
11 MINS LATER

Allison SuskoGUEST
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.
