Adam Holt is the Founder and CEO of Asset-Map, the leading advice engagement platform for financial professionals that offers financial planning reports. As a certified financial planner and financial consultant, his areas of expertise include estate and retirement planning, benefit programs for businesses, and business succession planning. His podcast, Rethink — The Financial Advisor Podcast, challenges financial professionals to evolve in the industry.

Adam considers himself both a student and a teacher, helping his clients understand the nuances of their finances.

In this episode…

Learning how to manage your money is a responsibility that shouldn’t be taken lightly. Unless you’re educated in the financial advising industry, reading and understanding financial reports can be overwhelming. So is there a way to better visualize your financial plan?

After recognizing a lack of financial literacy among his clients, Adam Holt sought out a solution to help them understand their financial plans. Rather than constructing bulky reports, he changed his tactic by sketching visual representations of his clients’ financial profiles that included their unique financial instruments. His innovative approach helped his clients interpret their assets and gave them confidence in their financial decisions.

In this episode of The Customer Wins, host Rich Walker welcomes Adam Holt, Founder and CEO of Asset-Map, to discuss his unique approach to financial advising and how he tripled his company’s revenue three years in a row. Adam talks about his transition into the FinTech industry, how building his company has humbled him, and AI’s impact on the customer experience.

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