The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.

Come on in, sit back and relax. You’re listening to Episode 260 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Adam Holt, founder and […]

The post Ep. 260: Wealth Whisperers: The Silent Revolution in Advice Engagement with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.