H. Adam Holt's guest appearances

H. Adam Holt

Financial Advisor Success

That Annuity Show

The F Word

Financial Planners South Africa

Chris White

Faisa Stafford

David Novak

Harry Stout

Lindsay Goldwert

Norm Champ

Moshe Milevsky

Michael Finke

David Wright

Patrick Kelly

Wade Pfau

Kathleen Burns Kingsbury

Jamie Hopkins

Joe Jordan

Don Graves

OwlTail

Adam Holt

Adam Holt is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients' financial situations and reaches over 1.25 million users. Adam's uniqueness lies in his ability to blend his background in geographic information systems, which he acquired during his early career, with his role as a financial advisor catering to ultra-high-net-worth clients, and devising a novel approach by using “mind maps” to visually capture the intricate details of complex financial situations. Listen in as Adam shares his story and the evolution of Asset-Map, why he turned to mind maps as a powerful tool when working with ultra-high-net-worth clients (enabling him to effectively capture and convey complex financial information), and how he strategically structures Asset Maps by focusing on five key components. We also discuss the strategic hiring practices that propelled Adam to his current position, advice for advisors aspiring to launch their own fintech companies, and what he believes is the key to success for newer advisors. For show notes and more visit: https://www.kitces.com/336

Adam Holt is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients' financial situations and reaches over 1.25 million users. Adam's uniqueness lies in his ability to blend his background in geographic information systems, which he acquired during his early career, with his role as a financial advisor catering to ultra-high-net-worth clients, and devising a novel approach by using “mind maps” to visually capture the intricate details of complex financial situations. Listen in as Adam shares his story and the evolution of Asset-Map, why he turned to mind maps as a powerful tool when working with ultra-high-net-worth clients (enabling him to effectively capture and convey complex financial information), and how he strategically structures Asset Maps by focusing on five key components. We also discuss the strategic hiring practices that propelled Adam to his current position, advice for advisors aspiring to launch their own fintech companies, and what he believes is the key to success for newer advisors. For show notes and more visit: <a href="https://www.kitces.com/336" rel="nofollow" target="_blank">https://www.kitces.com/336</a>

Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement With H. Adam Holt

Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will reach them through their investments and insurance products. Along the way, he has helped many financial professionals build larger practices, that help more clients and with less travel time.          Check out Asset-Map:    Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow,  Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at  Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Today, H. Adam Holt, CEO of Asset-Map joins us to talk about the company he founded to help clients visually understand their goals and how they will reach them through their investments and insurance products. Along the way, he has helped many financial professionals build larger practices, that help more clients and with less travel time.   Check out Asset-Map:    Connect with That Annuity Show at <a href="https://twitter.com/ThatAnnuityShow" rel="nofollow" target="_blank">https://twitter.com/ThatAnnuityShow</a>, <a href="https://www.facebook.com/thatannuityshow" rel="nofollow" target="_blank">https://www.facebook.com/thatannuityshow</a>, Visit our website at <a href="https://thatannuityshow.com" rel="nofollow" target="_blank">https://thatannuityshow.com</a>. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on <a href="https://www.linkedin.com/in/ramseydsmith" rel="nofollow" target="_blank">https://www.linkedin.com/in/ramseydsmith</a> or <a href="https://twitter.com/RamseyDSmith1" rel="nofollow" target="_blank">https://twitter.com/RamseyDSmith1</a>. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

041 Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt