Webinar: Mind Mapping the Future of Financial Advice Engagement

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Date:: 28 July 2022 | 10.30 PDT, 1.30pm EDT

Duration: 42 mins

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H. Adam Holt, CFP will share how he used influences of mind mapping to help millions of people explore, understand and communicate complexities in the finance, business, legal and tax environments, as well as inform his understanding of the nuances of markets (including products such as investments and insurance), and also how a client's position in life, environment and business will drive their future opportunities and challenges. Featuring Asset-Map

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Adam Holt

Adam is the CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast and a 25-year veteran financial advisor. He takes great pleasure in breaking down the complex into manageable distinctions for his clients and colleagues. He is a huge proponent of mind mapping for visualizing the holistic financial plan, clarifying the complexity, identifying priorities, and enabling coherent planning and communication.

Tags: Mind Mapping Finance Rethink Adam Holt Asset Asset-Map Finance Financial Planning Future Inheritance Money Pension Retire Retirement

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Mind Mapping the Future of Financial Advice Engagement

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