Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®
April 14, 202121m 28s
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Show Notes
Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly what their clients want: clarity and simplicity.
- How Asset-Map allows advisors to better mine their clients’ data to provide more in-depth analysis
- Why “simple elegance” is at the foundation of everything Asset-Map builds
- How Asset-Map can help advisors drive engagement and make their clients feel more involved with their decisions
- Where Adam sees technology & advice converging over the next few years
Resources: Asset-Map | Adam Holt on LinkedIn