H. Adam Holt, is the founder and CEO of Asset-Map. Adam discusses his innovative approach to financial advising, which uses visual tools to accelerate and enhance client conversations, leading to significant business growth. Discover Adam’s journey from a life insurance agent to a tech company founder, his insights on effective client engagement, and the influential role of mentorship in his career.
In this episode, Chris and Adam discuss:
- The Birth of Asset-Map
- Challenges and Successes in Building AssetMap
- The Importance of Mentorship and Coaching
- Balancing Fatherhood and Leadership
Podcast: https://rethinkfinancialadvisorpodcast.blubrry.net/
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
