In today’s episode of Framework, Jamie talks with Adam Holt of Asset-Map, a financial software company that helps families focus on what matters, make more engaged and confident decisions, and reach their financial goals.

Adam started out in financial services around the time of the dotcom boom, and though he thought about going into investment banking, the idea of constant traveling wasn’t appealing to him. He started looking into financial services jobs locally and got his CFP early on. He was providing financial planning for free while selling insurance as his main gig, which was a differentiator at the time.

Though he didn’t have an analytical background, Adam found that he was good at figuring out what his clients really wanted and then helping them get there without burying them in analytical jargon. His journey to Asset-Map was born out of his own practice and experiences.

Adam talks with Jamie about his journey to Asset-Map, how the bar for financial planning clients is going to rise in the future, and his bold predictions for the FinTech world and the commoditization of financial planning.

“I think it’s an interesting question to see what advice delivery is going to look like in the future. Especially since now that many of us are remote. Everybody delivering advice, not in person, but being called upon to give more feedback about how people are doing, even when they’re not asking for it. ~ @assetmapllc

Main Takeaways

  • The best client profilers are those who know how to ask good questions and get to the core of the issue. There’s almost always more issues under the surface that a client is concerned about.
  • It’s important to strike a good balance of information gathering, but not making your clients feel like they have homework to do before their meetings.
  • Advisors of the future will be giving feedback to their clients’ financial health even when they’re not asking for it. In short, advisors will have to be proactive in order to survive.
  • Data privacy laws are pushing the industry toward client-owned financial data. This means that advisors will be more like a quarterback, essentially borrowing the data while advising, instead of owning it.

Links and Important Mentions

Get a Free Coaching Call From a Carson Group Executive Business Coach

It’s important to get an outside perspective from inside the industry. Our executive business coaches have years of experience in building and growing advisory firms. In fact, our coaching members grow 2.5x the industry average over a two-year period.

So here’s our challenge to you: put a framework in place for your business by getting a free coaching call. One of the most important calls with your coach is the first one. And we’re giving it away for free.

Go to to sign up for your free coaching call with a Carson Group Executive Business Coach.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services

By: Ana Trujillo Limon
How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks …

Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton

By: Ana Trujillo Limon
You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power …

Excell 2024: Get to Know Mainstage Speaker Liz Bohannon

By: Carson Group
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and …

ReFrame | Kellan Brown

By: Ana Trujillo Limon
Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also …
1 2 3 669