Following a 25-year career as a CFP, Adam Holt founded Asset-Map with the guiding passion that he could empower millions of individuals to achieve holistic financial awareness and wellness. He continues to serve as the creative visionary behind the Asset-Map platform, overseeing development and process updates, and working directly with a diverse array of advisors and forward-thinking partners to redefine what it means to be an effective advisor. He provided thousands of financial professionals with a modern platform to maximize initial conversations with clients, streamline data collection and onboarding, define clients’ top priorities and easily prioritize proactive, collaborative, and ongoing goal-setting throughout the financial planning process.