Financial Planning Reimagined With Adam Holt of Asset Map

Learning how to manage your money is a responsibility that shouldn’t be taken lightly. Unless you’re educated in the financial advising industry, reading and understanding financial reports can be overwhelming. So is there a way to better visualize your financial plan?

After recognizing a lack of financial literacy among his clients, Adam Holt sought out a solution to help them understand their financial plans. Rather than constructing bulky reports, he changed his tactic by sketching visual representations of his clients’ financial profiles that included their unique financial instruments. His innovative approach helped his clients interpret their assets and gave them confidence in their financial decisions.

In this episode of The Customer Wins, host Rich Walker welcomes Adam Holt, Founder and CEO of Asset-Map, to discuss his unique approach to financial advising and how he tripled his company’s revenue three years in a row. Adam talks about his transition into the FinTech industry, how building his company has humbled him, and AI’s impact on the customer experience.

00:00 - 01:00 Introduction
02:48 - 03:25 Why Adam built Asset Map
03:32 - 04:31 How to ask better financial questions
05:10 - 06:05 Average househould has 25 financial instruments
06:10 - 07:05 How to see if you're making the best financial decisions
08:10 - 09:00 How Asset Map accelerates the financial sales process
09:23 - 11:09 Adam Holt on becoming a tech CEO from being an advisor
12:20 - 13:09 Asset Map helps the DIY customers find advisors
13:49 - 14:46 How Adam launched Asset Map
15:38 - 16:30 Asset Map proves that great customer experiences drive revenue
19:21 - 19:47 Has Asset Map actually grown customer's business?
22:05 - 23:01 Adam Holt on being present in your family while running a business
26:06 - 27:05 AI is a must have, not a nice to have
28:14 - 28:59 Advice Engagement tech gives advisors more time with clients

Full Episode: https://www.quickforms.com/podcast/ep...