Podknife - Adam Holt - Advice Engagement and the Future of WealthTech by Standard Deviations with Dr. Daniel Crosby

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Adam Holt - Advice Engagement and the Future of WealthTech

Podcast |: Standard Deviations with Dr. Daniel Crosby
Publisher |: Dr. Daniel Crosby
Media Type |: audio
Podknife tags |: Interview,; Investing,; Personal Finance,; Psychology,; Science & Medicine
Categories Via RSS |: Education
Publication Date |: Feb 16, 2023
Episode Duration |: 00:35:56

Description
iTunes Summary

Tune in to hear:

- How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled?

- What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings?

- What has he observed, from a behavioral perspective, about the advantages of having something simple and visual?

- What do people underestimate about the difficulty of becoming a FinTech CEO?

- Financial planning is only getting adopted by roughly 40% of firms. What would account for this and why are so many clients and households being underserved?

- Has financial planning been hijacked into simply being a sales carrot or is it still often more than that?

- How can technology and human advisors best work together for the client’s benefit?

Compliance Code: 0115-OAS-1/17/2023

Copy: 0356-OAS-2/7/2023

map.com">https://www.asset-map.com

https://www.linkedin.com/in/hadamholt

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Adam Holt. Adam Holt is the CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker and a "Recovering" Financial Advisor. Years ago, Adam was a financial planner frustrated by financial planning. The long, research-packed reports he prepared for client meetings didn’t seem to engage clients or provide clarity. Adam realized that to better serve clients, he needed to help them focus on what matters most—making good financial decisions so they could reach their goals. From that realization, Asset-Map was born. Created first as a tool used by Adam and his staff, his wealth planning business became Asset-Map’s first success story as he used it to grow revenue by 300%, three years in a row while achieving nearly $1 billion in AUM in under a decade.

Tune in to hear:

- How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled?

- What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings?

- What has he observed, from a behavioral perspective, about the advantages of having something simple and visual?

- What do people underestimate about the difficulty of becoming a FinTech CEO?

- Financial planning is only getting adopted by roughly 40% of firms. What would account for this and why are so many clients and households being underserved?

- Has financial planning been hijacked into simply being a sales carrot or is it still often more than that?

- How can technology and human advisors best work together for the client’s benefit?

Compliance Code: 0115-OAS-1/17/2023

Copy: 0356-OAS-2/7/2023

map.com">https://www.asset-map.com

https://www.linkedin.com/in/hadamholt

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