Adam Holt - Navigating WealthTech's Future: The Role of Advice and Client Engagement in Financial Growth

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