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Sponsored by LPL Financial
Winner of two 2021WealthManagement.com Industry Awards, Asset-Map has grown from personal-use cases to helping thousands of financial advisors make meaningful decisions to grow their business.
In this episode, David Armstrong is joined by the CEO and founder of Asset-Map, Adam Holt. Adam shares why he started Asset-Map and how its success reflects the need for advisors to expedite the process of explaining each aspect of a client’s financial plan. He discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
Adam discusses:
- Why he started Asset-Map;
- How technology impacts how financial advisors deliver financial planning services to clients;
- How Asset-Map removes the “set it and forget it” expectation for a financial plan;
- What the six L’s are and how they pertain to a client’s plan; and
- Expectations of the next generation of advisors.
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