Episode 138: Designing Data Visualization to Drive Deeper Conversations
from The Advisor Lab by CION Hosted by CION Investments
We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals.
Embed this episode
No transcript yet.
Frequently asked questions
How long is this episode of The Advisor Lab by CION?
This episode is 28 minutes long.
When was this The Advisor Lab by CION episode published?
This episode was published on February 7, 2024.
Can I download this The Advisor Lab by CION episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.