Don’t Assume You Know What Your Clients Want with H. Adam Holt, Asset-Map

from Don't Do That · host Kelly Waltrich

Do you really know what your clients are looking for? Kelly Waltrich and H. Adam Holt, CEO and Founder of Asset-Map Holdings, explore the often overlooked gaps between what clients want and what advisors deliver. Adam offers candid insights from his transformation as a “recovering advisor,” emphasizing the critical need to address real client pain … Read More Read More📩 Stay Informed – Join Our Newsletter!Stay ahead of industry trends and get exclusive updates straight to your inbox: Sign Up Now https://intention.ly/💬 Let’s Talk!Have questions or ready to start your next marketing campaign? Contact us: https://intention.ly/contact-us/

What this episode covers

Do you really know what your clients are looking for? Kelly Waltrich and H. Adam Holt, CEO and Founder of Asset-Map Holdings, explore the often overlooked gaps between what clients want and what advisors deliver. Adam offers candid insights from his transformation as a “recovering advisor,” emphasizing the critical need to address real client pain … Read More Read More 📩 Stay Informed – Join Our Newsletter! Stay ahead of industry trends and get exclusive updates straight to your...

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Don’t Assume You Know What Your Clients Want with H. Adam Holt, Asset-Map

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This episode is 20 minutes long.

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This episode was published on January 22, 2025.

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