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 future impact on advisors and the industry.

Topics discussed:

• The need for financial advisors to improve communication and demonstrate their value to younger generations, who often mistrust or do not understand the benefits of financial advising.
  
• Leveraging technology and modern tools to enhance client engagement and financial literacy, aligning with evolving client expectations.
  
• AI’s potential impact on the financial services industry with a focus on how it could transform tasks like communication, workflow management, and possibly even the advisor-client dynamic.
  
• Asset Map’s integration with Holistiplan, a tool that helps advisors quickly analyze tax returns, enhancing the platform’s capability to offer comprehensive financial insights on a single screen.
  
• Asset Map’s strategic vision to provide a holistic view of clients’ financial situations by layering various types of data, enabling more interactive and insightful financial planning sessions.
  

Click here to view Asset Map’s Advisor Insights Survey!

Resources: 

Asset Map

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