Enhancing Advisor Success: How to Add Value Beyond the Numbers Through Human Connection

While working as a financial planner, Adam Holt found traditional approaches lacking in client engagement and clarity. Recognizing the need to prioritize meaningful financial decisions, he founded Asset-Map as a tool to refocus clients on their goals. Starting as an in-house solution, it propelled Holt’s wealth planning business to remarkable growth. Today, Asset-Map serves thousands of financial advisors worldwide, empowering families to make informed decisions, stay engaged, and achieve their financial aspirations. 

Featured Resources & Shoutouts 

• Adam Holt’s LinkedIn Profile

• Asset-Map on Twitter

• Asset-Map on Facebook

• Asset-Map on Instagram

• Adam on the Financial Advisor Success Podcast

• Rethink. The Financial Advisor Podcast with Derek Notman

• Derek Notman’s On Purpose Interview 

Tune in now as we chat with Adam about the history of the Asset-Map platform, the importance of simplicity in delivery, and how to leverage technology to maximize and amplify humanness in the advisory space. 

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