Adam Holt - Advice Engagement and the Future of WealthTech

Standard Deviations with Dr. Daniel Crosby

Nội dung được cung cấp bởi Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

1y ago 35:56

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Tune in to hear:

- How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled?

- What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings?

- What has he observed, from a behavioral perspective, about the advantages of having something simple and visual?

- What do people underestimate about the difficulty of becoming a FinTech CEO?

- Financial planning is only getting adopted by roughly 40% of firms. What would account for this and why are so many clients and households being underserved?

- Has financial planning been hijacked into simply being a sales carrot or is it still often more than that?

- How can technology and human advisors best work together for the client’s benefit?

Compliance Code: 0115-OAS-1/17/2023

Copy: 0356-OAS-2/7/2023

https://www.asset-map.com

https://www.linkedin.com/in/hadamholt

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