Today, we catch up with one of our first guests, H. Adam Holt, CEO of Asset-Map to discuss a wide variety of topics. He gives us a sneak peek of an algorithm his firm will release that will find the hidden gaps in your clients’ retirement plans. We also talk about the commitment that Adam and his firm have made to supporting diversity and inclusion in the retirement advice platform ecosystem. We hope you enjoy the show.
Links mentioned in the show:
Adam and Derek’s podcast:
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Thank you to our show sponsor, The Index Standard!
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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