Fintech Impact

Summary:In this 65th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Adam Holt, the CEO of Asset-Map. Asset-Map is a powerful online visualization tool that helps financial advisors, as well as clients, get aligned with each other. Adam shares the road that brought him into creating this service, how Asset-Map provides tangible value, and what changes Adam believes need to take place to improve the industry.Time Stamped Show Notes:● 00:30: – What kind of financial software program is Asset-Map● 01:03: – How did this journey towards Asset-Map roll out● 02:17: – Which elements are included in the Asset-Map visualizations for clients● 07:20: – You have to show a client that you know them, their needs and solutions● 09:59: – What does the customer experience of the product look like● 13:21: – What kind of goals-based planning module is Asset-Map● 15:03: – What has the advisor and client feedback been like with Asset-Map● 1