What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt

On this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even family relationships — in one powerful snapshot.The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.Connect with us! H. Adam Holt on LinkedIn Asset-Map Shana Orczyk Sissel on LinkedIn Banríon Capital Management