Clients are at the heart of every successful business. Financial advisors know that establishing long-term relationships with clients requires providing the best possible customer experience. While technology provides many advantages for customer service, it can never take the place of human interaction. In today’s episode, Marc talks with Adam Holt, CEO and Founder of Asset-Map Holdings and Financial Professional/Principal at RubinGoldman and Associates. In order to serve clients better, Adam realized that providing them with clarity and confidence would help in achieving their financial goals. Today, Asset-Map is used by thousands of financial advisors across multiple currencies and languages to help families focus on what matters, make more engaged and confident decisions, and reach their financial goals. Adam talks with Marc about why client engagement is paramount in the financial advisory industry, how the right mix of technology and human touch enables advisors to deliver advice effectively, and how Asset-Map can better serve clients in the future.
Key Takeaways
[01:01] - What inspired Adam to create Asset-Map.
[03:12] - Adam's journey to building a wealth tech company.