Winners of Wealth Management’s 2021 Best Financial Planning Technology, Asset-Map  has grown from personal use cases to helping thousands of financial advisors make meaningful decisions to grow their business.  In this episode, David Armstrong is joined by the CEO and founder of Asset-Map, Adam Holt. Adam shares why he started Asset-Map, and how its success … Continue reading 16. Adam Holt on The Role of Technology for Advisors in Creating a Client’s Plan →