Wealth Management Today
#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:46:33
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The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on Wealth Management Today and was written by Craig Iskowitz. “Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […] The post #ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt appeared first on Wealth Management Today and was written by Craig Iskowitz.
