Fintech Impact

In this episode of FinTech Impact, host Jason Pereira brings back Adam Holt, CEO and founder of Asset Map, to discuss the evolution of his company and the financial planning industry. They explore the development of Asset Map, a tool designed to simplify financial planning by visualizing complex financial data on a single page. The conversation touches on the importance of efficient client communication and how tech advancements like AI and digital tools can enhance clientrelationships and financial literacy. They also delve into the broader industry trends and challenges, and the shift towards more comprehensive and conversational financial planning.Episode Highlights:00:11: Introduction to the episode, featuring Adam Holt, discussing changes in Asset Map since 2019.00:51: The discussion on the tendency to lose conciseness, leading to interesting, albeit lengthy, conversations.04:24: Jason praises Asset Map for its simplicity and effective communication of financial information to clients.05:10: Adam stresse