Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making. Asset Map surveyed 175 advisors on challenges like accessing next-gen clients, the role of technology, and the industry’s current state. On this episode, Adam breaks down the data and offers his insights into their … Continue reading Episode 218 – Identifying Advisor Pain Points with Adam Holt →
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