Adam Holt - Advice Engagement and the Future of WealthTech

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Adam Holt. Adam Holt is the CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker and a "Recovering" Financial Advisor. Years ago, Adam was a financial planner frustrated by financial planning. The long, research-packed reports he prepared for client meetings didn’t seem to engage clients or provide clarity. Adam realized that to better serve clients, he needed to help them focus on what matters most—making good financial decisions so they could reach their goals. From that realization, Asset-Map was born. Created first as a tool used by Adam and his staff, his wealth planning business became Asset-Map’s first success story as he used it to grow revenue by 300%, three years in a row while achieving nearly $1 billion in AUM in under a decade.

Om Podcasten

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.