Advisor Innovations: Adam Holt on the Role of Technology for Advisors in Creating a Client’s PlanAdvisor Innovations: Adam Holt on the Role of Technology for Advisors in Creating a Client’s Plan
Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
December 10, 2021
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.
Listen to the Advisor Innovations Podcast
About the Author
You May Also Like
