This week, co-hosts Johnny Sandquist and Brodrick Lothringer sit down with Adam Holt, CFP®, ChFC®, CEO & Founder at Asset-Map. Stick around for the second half of the episode, where Jess Bost, RICP®, VP of Strategic Partnerships and Client Success at Alpha Architect, steps behind the mic to share her thoughts on the future of finance, tech and client relationships.
In this episode of “On the Circuit,” Adam Holt, CEO and founder of Asset-Map, discusses the importance of trust and credibility in the financial advisor-client relationship. Holt explains how Asset-Map helps advisors build trust more quickly by visualizing clients’ financial information without judgment. By focusing on the facts and demonstrating active listening, advisors can establish credibility and foster trust with their clients.
Holt also acknowledges the role of technology, including AI, in the industry but emphasizes the continued importance of human involvement in complex decision-making.
Likewise, our second guest, Jess Bost, RICP®, VP of Strategic Partnerships and Client Success at Alpha Architect, emphasizes the importance of reclaiming time as advisors and focusing on the human side of financial planning.
According to Bost, the goal is to simplify the investment process and help advisors spend less time talking about just investing. By mastering the basics and building a simple yet relatable model, advisors can allocate more time to providing personalized human advice.
Listen in to the full episode to learn more, or explore our other episodes to hear more expert takes on the human side of financial advice.
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