Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC®

Power Your Advice

English - April 14, 2021 10:00 - 21 minutes - 49.1 MB
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Previous Episode: Episode 29 – Leverage Artificial Intelligence in Your Investment Strategy – with David Aferiat

Next Episode: Episode 31 – Creating Client Income with Equity Options – with Michael J. Egan, CFP®, CIMA®

Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly … Continue reading Episode 30 – Delivering Financial Planning in 30 Seconds – with Adam Holt, CFP®, ChFC® →