Ever wonder how a seventh-grade love for architecture could inform a successful career in finance?
In today's episode of Connected, we talk with Adam Holt, CEO of Asset-Map, about his passion for architecture and how it has influenced his approach to financial planning, as well as insights on connecting with people around shared values and common interests. We talk about the growth of Asset-Map, the highs and lows of building a financial services firm, as well as the world of analytics and the critical role of data aggregation for advisors.
Adam also talks about REBL Dad and the challenge of balancing fatherhood and entrepreneurship.
Join us as we discuss:
[01:16] - Adam’s background and love for architecture. [05:40] - How visualizing financial data can help build trust between financial advisors and their clients. [13:16] - The challenges of running an RIA and the growth of Asset-Map. [17:43] - The importance of equity and building a strong culture in a financial services firm. [28:36] - Data aggregation and its role in making strategic decisions. [37:59] - REBL Dads and growing a business with a family.
Key Takeaways