Do Business. Do Life. — The Financial Advisor Podcast — DBDL

037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations

Nov 8, 2023

01:01:24

Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations with clients by streamlining high-level data into a simple report.

Early in his career as an advisor, Adam was frustrated with the material available to him for client meetings. The overly detailed financial reports didn’t help clients make better decisions — they just made clients confused. To fix the problem, Adam created and introduced Asset-Map to his own practice, helping grow his AUM to nearly $1B in under a decade.

Today, you’ll hear why clients respond so well to simplicity in financial planning, how to use fintech to ask better questions in client meetings, and how to create a company culture that prioritizes life over business.

3 of the biggest insights from Adam Holt…

How to bridge the gap between the financial planning data advisors have and the implementable financial advice clients want.

3 tips for financial advisors who are struggling to stop working so much without sacrificing the upside potential of their business.

Defining your values and taking an intentional approach to organizing your calendar to create the proper time distribution between life and business.

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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