Adam Holt - Advice Engagement and the Future of WealthTech

Standard Deviations with Dr. Daniel Crosby

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1+ y ago 35:56

MP3•Pagina principale dell'episodio

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

290 episodi