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: <a href= "https://www.nextgenplanners.co.uk/join-our-community">https://www.nextgenplanners.co.uk/join-our-community</a>

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

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: <a href="https://www.nextgenplanners.co.uk/join-our-community" rel="noopener noreferrer">https://www.nextgenplanners.co.uk/join-our-community</a>

Presenting Financial Plans is Over with H. Adam Holt

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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Presenting Financial Plans is Over with H. Adam Holt

Presenting Financial Plans is Over with H. Adam Holt

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