Mapping The Future With Adam Holt The Picture of Wealth

How would you like to visualize your financial ambitions?
In this episode, Dustin is joined by Asset-Map Founder and CEO Adam Holt. Adam is a veteran financial adviser of 20 years who channelled his entrepreneurial drive to create Asset-Map, a financial planning application that over 1 million users trust to gain financial clarity and insight to optimize their financial goals. Adam shares the origin of Asset-Map and how it was the agent in growing his own financial planning business to become the first success story of the software.
Adam imparts personal anecdotes that taught him the importance of feedback in order to be proactive in good planning and lists the 6 dire events that can throw a wrench in any well-thought-out plan. He emphasizes the need to set realistic goals and ambitions while having the awareness to live a balanced lifestyle. Lastly, Adam illustrates his framework to preserve or build wealth and the risks to be aware of in each case.Want to connect with Adam? Head to his LinkedIn.Follow Asset-Map on Twitter.Go to the Asset-Map website.
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