Adam Holt
Founder and CEO of Asset-Map and a former financial planner, known for building Asset-Map to support advisor-client conversations and leading industry efforts about the future of advice delivery.
Best podcasts with Adam Holt
Ranked by the Snipd community
Jan 29, 2026 • 42min
42. The Future of Advice Delivery: What Financial Advice Will Look Like in 2030 with Adam Holt
Adam Holt, founder and CEO of Asset-Map and former financial planner, discusses how advice delivery must evolve by 2030. He covers why human skills like empathy and behavioral coaching will outlast tech, how visual maps can deepen family and multi-generational relationships, and what firm structures and skills advisors should invest in now to stay relevant.
