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EPISODE · Feb 4, 2022 · 51 MIN

Presenting Financial Plans is Over with H. Adam Holt

from The Plannex Podcast · host Plannex

In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more! Join our community: https://www.nextgenplanners.co.uk/join-our-community

What this episode covers

In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more! Join our community: https://www.nextgenplanners.co.uk/join-our-community

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Presenting Financial Plans is Over with H. Adam Holt

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 51 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on February 4, 2022.

What is this episode about?

In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia. Here, they chat about the traditional financial plan and how presenting it in the old way doesn't work anymore. Plus, they talk about the awesome tool Asset Map, the...

Can I download this The Plannex Podcast episode?

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