Visualizing Your Financial Future with Asset-Map's Adam Holt (Ep. 194)
Episode description
Did you know that the average household owns 25 different financial instruments?
How many do you have, and do you know how they all fit together?
Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial planning. Follow along to learn how about this tool and how it’s visual representations can simplify complex financial scenarios, uncover hidden assets, and improve communication between you and your advisors.
Larry and Adam discuss:
- Adam's journey from a financial planner to founding Asset-Map
- How visualization can help you understand complex financial plans
- The importance of intentionality in both professional and personal life
- The value of coaching and evolving with different coaching styles
- And more!
Resources:
- Mitlin Financial
- The JOY and Productivity Journal by Larry Sprung
- Asset-Map
Connect with Larry Sprung:
Connect with Adam Holt:
About our Guest:
Adam Holt is an ex financial advisor but is known for his early adoption of technology to build Asset-Map, LLC, 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.
Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.