Adam Holt - Advice Engagement and the Future of WealthTech

Standard Deviations with Dr. Daniel Crosby

English - February 16, 2023 05:00 - 35 minutes - 32.9 MB - ★★★★★ - 102 ratings
Education invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Dr. Tom Howard - Behavioral Finance and Asset Management

Next Episode: Rachel Robasciotti - Investing for Social Justice

Tune in to hear:

- How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled?

- What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings?

- What has he observed, from a behavioral perspective, about the advantages of having something simple and visual?

- What do people underestimate about the difficulty of becoming a FinTech CEO?

- Financial planning is only getting adopted by roughly 40% of firms. What would account for this and why are so many clients and households being underserved?

- Has financial planning been hijacked into simply being a sales carrot or is it still often more than that?

- How can technology and human advisors best work together for the client’s benefit?

Compliance Code: 0115-OAS-1/17/2023

Copy: 0356-OAS-2/7/2023

https://www.asset-map.com

https://www.linkedin.com/in/hadamholt