#23 H. Adam Holt Ensombl Advice South Africa
-
- Business
Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, and how the visual aspect of advice can be used to efficiently communicate complicated information in a way that serves clients and empowers them to make better decisions.
H. Adam Holt LinkedIn: https://www.linkedin.com/in/hadamholt/Asset-Map Website: https://www.asset-map.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.
Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, and how the visual aspect of advice can be used to efficiently communicate complicated information in a way that serves clients and empowers them to make better decisions.
H. Adam Holt LinkedIn: https://www.linkedin.com/in/hadamholt/Asset-Map Website: https://www.asset-map.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
Visit https://www.allangray.co.za/ to learn how they build long-term wealth for clients.
Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
54 min