This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Adam Holt. Adam Holt is the CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker and a "Recovering" Financial Advisor.
Years ago, Adam was a financial planner frustrated by financial planning. The long, research-packed reports he prepared for client meetings didn’t seem to engage clients or provide clarity. Adam realized that to better serve clients, he needed to help them focus on what matters most—making good financial decisions so they could reach their goals. From that realization, Asset-Map was born. Created first as a tool used by Adam and his staff, his wealth planning business became Asset-Map’s first success story as he used it to grow revenue by 300%, three years in a row while achieving nearly $1 billion in AUM in under a decade.
