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ACE Academy 2023

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Advice Engagement - The Future of Financial Planning

Mike Hemmert

Presented by
Mike Hemmert

Chief Sales Officer, Asset-Map Holdings


Session date and time 
May 2, 2023
11:00 a.m. - 12:00 p.m.     

The age of presenting massive financial plans with voluminous reports is dead. Today, clients and prospects are expecting advisors to engage in live interactive planning sessions faster than ever – they want “just in time” advice and they want it delivered in an understandable manner. This panel will feature thought leaders who will share their insights on how AI will play a role in helping advisors deliver advice more efficiently, what services that are viewed as luxuries today will become the necessities of tomorrow, how focusing on client education can lead to increased levels of trust and improved client behaviors, and why engagement is the new standard for success in financial advisory practices.
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ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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Speaker Bio

Mike Hemmert
Chief Sales Officer, Asset-Map Holdings


Mike Hemmert is head of Asset-Map’s sales team, responsible for the execution of strategic sales and marketing across Asset-Map’s multi-channel solutions for bank wealth management organizations, broker–dealers, registered investment advisers, family offices and retirement plan providers. Hemmert leads a team of seasoned sales professionals, focused on elevating the investment advice ecosystem to deliver Asset-Map’s data, integration and software solution within the evolving financial advice industry. He is a thought leader in the investment advice industry, frequently presenting at industry conferences, workshops and seminars.

Hemmert has more than 20 years of experience in the financial services industry. Before joining Asset-Map in 2021, he was vice president of Enterprise Sales at eMoney Advisor, responsible for the execution of strategic sales and marketing across eMoney’s products to broker–dealers, registered investment advisers, family offices and bank wealth management organizations. Before eMoney in 2010, he was a regional director at Lincoln Financial.

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