The Rethink the Financial Advisor Podcast

Financial Advisor Marketing Podcast with hosts Stephen Oliver and H.Adam Holt of Asset+Map

The Rethink the Financial Advisor Podcast.

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H.Adam Holt:

Asset + Map
https://www.asset-map.com

Rethink The Financial Advisor Podcast
https://rethinkfinancialadvisorpodcast.blubrry.net

Asset + Map
https://www.asset-map.com

Rethink The Financial Advisor Podcast
https://rethinkfinancialadvisorpodcast.blubrry.net

H. Adam Holt, CFP - Podcast Interview - June 16, 2023

Summary
• H. discussed his background as a financial planner and how he created Asset Map, a visual tool to help clients understand their financial inventory. He explained how it was adopted by other advisors and how he now serves as the CEO of a FinTech company with over 40 employees. - PLAY @0:00
• Stephen and H. discussed the pressure on financial advisors to deliver more value and how advisors need to be proactive in showing value to their customers without being asked. They also talked about ways advisors can build deeper relationships with their clients, such as giving them ways to get more confident around financial decisions. - PLAY @10:24
• H. and Stephen discussed the importance of engaging all members of a client's household, including future generations, in financial planning. They also talked about the need for advisors to have a long-term succession plan in place to maintain client relationships. - PLAY @15:15
• Stephen and H. discussed the importance of understanding and meeting the real needs of customers, especially in the financial advice industry. They emphasized the need for personalized customer experiences and effective communication to build long-term relationships and retain clients in a changing market. - PLAY @20:08
• Stephen and H. discussed the importance of staying in touch with clients and providing personalized financial advice at scale. They also talked about a new algorithm called Signals that can quickly generate a red, green, or yellow light for a client's financial plan. - PLAY @30:28
• Stephen and H. discussed the importance of going above and beyond customer expectations to provide excellent service. They also talked about the effectiveness of podcasts as a tool for relationship development and marketing, and the need for financial advisors to adapt to new marketing strategies. - PLAY @40:16
• Stephen and H. discussed the importance of creating a unique and memorable brand in the financial advice industry. They emphasized the need for authenticity and standing out in a crowded market to build trust and attract clients. - PLAY @49:56
• Stephen and H. discussed the benefits of using Asset Map for financial professionals and promoted their podcast, Rethink Financial Advice. They expressed appreciation for each other's work and willingness to collaborate in the future. - PLAY @59:51