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Presenting Financial Plans is Over with H. Adam Holt
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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By NextGen Planners
3.5
44 ratings
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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