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The Get Ready Money Podcast with Adam Holt: Knowing The Rules of the Money Game
Manage episode 386601604 series 3511982
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On the latest episode of The Get Ready Money Podcast, I spoke with Adam Holt, CEO and Founder of Asset Map, about changing the way we think about money and knowing the rules of the money game.
In this episode we discussed:
- The importance of intentionality with your decisions.
- Build confidence, by becoming fluent with your money.
- Why financial planners have an obligation to build confidence and empower clients.
H. Adam Holt, CFP, ChFC is the CEO and Founder of Asset Map. Adam has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers. Adam is also the co-host of Rethink the Financial Advisor Podcast.
Links:
Websites: www.asset-map.com and https://rubgold.com
LinkedIn.com: linkedin.com/in/hadamholt
Rethink. Financial Advice Podcast: https://www.youtube.com/@rethinkfinancialadvice
110 episodes
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