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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
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By Shana Orczyk Sissel
5
44 ratings
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