Standard Deviations with Dr. Daniel Crosby
Business:Investing
Adam Holt - Advice Engagement and the Future of WealthTech
2023-02-16
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
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