Asset-Map - Simplified Advice, Netflix, and The Future of Advisory

In this episode, Rory and Rob are joined by Adam Holt, a “recovering” financial planner, thought leader, and founder of Asset-Map. Adam talks about how he used his background in architecture to develop a technology that helps advisors and people better understand their finances through simple visual frameworks. Asset-Map is a resource used by thousands of advisors and more than a million people globally. Learn how Asset-Map utilizes principles from Netflix and Amazon to help advisors suggest and not sell solutions to solve their client’s needs. Discover how advisors are using Asset-Map to assess their client’s financial makeup and how they can deliver advice in a fraction of the time. Asset-Map has proved to be a revolutionary tool for financial advisors. Find out more about Adam’s game-changing platform and how firms can start to harness the power of Asset-Map to grow their business.