Client Financial Info on One Sheet Is Hit With Clients, Asset-Map Says
By Ginger Szala
They say necessity is the mother of invention, and that was the case for Adam Holt, CEO and founder of Asset-Map, who developed a visual map that put all of a client’s financial information on one page.
For 20 years he worked as a financial advisor and saw that people just weren’t organized with their financial information. “I realized that most people collect financial baggage. It’s not unlike our own wardrobes,” he told ThinkAdvisor.