Founder and CEO, Asset-Map Holdings
Presenting Financial Plans is Over - Long Live Advice Engagement
Founder and CEO of Asset-Map H. Adam Holt, CFP®, ChFC® will share how the age of presenting massive financial plans with voluminous reports is dead, and how professional advisors can engage in live interactive planning sessions faster than ever in the digital age of advice delivery. Adam will share how he helped to drive his firm to $1.5B in AUM and has now worked with thousands of professionals worldwide to Evolutionize their practices. Specific topics will include ideal remote advice delivery, the financial wellness bandwagon, driving ROI on advisor time, and the new standard of client expectations that you must know coming into 2023.
Adam Holt has been a financial advisor for 20 years helping to build and manage his wealth management firm to over $1B in assets under management. Holt is known for his early adoption of technology to build customer experiences that are trend-setting in the industry. He is the founder and chief executive officer of Asset-Map, LLC, a fintech firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey.
Holt obtained his Bachelor of Science in economics and environmental planning from Rutgers University, an MBA from Drexel University and a certificate in retirement planning from Wharton School of Business at the University of Pennsylvania. Holt also attended the American College where he earned his Chartered Financial Consultant® designation.
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