As financial planning becomes more accessible, the U.S. population is looking to become more “financially fit.” Advisors can help clients achieve this by having a deep understanding of their client’s financial situation, risk tolerance, objectives and preferences.
In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Adam Holt, CEO and founder of Asset-Map, about the impact of advice engagement on client outcomes, such as financial wellness and satisfaction.
Shannon and Adam discuss:
- What Asset-Map’s recent round of funding means in terms of growth for the firm
- Where advice engagement fits into financial planning
- What kind of impact advice engagement is having across the wealth management industry
- Why advisors need to consider the “6Ls” approach when speaking to clients
Connect with Shannon Rosic:
Connect with Guest:
About Our Guest:
Adam Holt has been a financial advisor for 20 years helping to build and manage his wealth management firm to over $1B in assets under management. Holt is known for his early adoption of technology to build customer experiences that are trend-setting in the industry. He is the founder and chief executive officer of Asset-Map, LLC, a fintech firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey.
Holt obtained his Bachelor of Science in economics and environmental planning from Rutgers University, an MBA from Drexel University and a certificate in retirement planning from Wharton School of Business at the University of Pennsylvania. Holt also attended the American College where he earned his Chartered Financial Consultant® designation.
Comments are closed, but trackbacks and pingbacks are open.