The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.

Come on in and sit back relax, you’re listening to Episode 169 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Before we get into the interview, if you are […]

The post Ep. 169: Why Advice Engagement is the Most Important Category with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.