The Art of Financial Planning with Adam Holt

This week’s guest is the founder and CEO of Asset-Map, Adam Holt. Adam chats with us about how his artistic and architectural background influenced the development of the Asset-Map software, we cover how financial planning is deceptively similar to cleaning out closets, and even get into Torie Happe’s favorite movie—it’s a classic from the 1990s, and you don’t want to miss how she ties it together with financial advice.

Listen below right now.

About Asset Map

Learn more about Asset Map, courtesy of asset-map.com.

Asset-Map is used by thousands of financial advisors across multiple currencies and languages to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals.

All the comprehensive data in the world won’t help someone make a decision if they can’t clearly see how it’s all related. Asset Map helps you connect with your clients on a personal level as you turn conversations into actionable decisions by laying out an entire household’s finances on one simple-to-understand page.

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