Listen "Part 2 - Adam Holt CEO of Asset-Map"
Episode Synopsis
Adam Holt returns as a guest and we talk about Fin-Tech; the growing technology and applications that have reshaped the world of wealth management and financial planning. What role does Asset-Map play amongst these new tools? How do we use this tech to improve our relationships with clients?Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
More episodes of the podcast The Bull-Time Investor
Rod Crandall- E4 Insurance
29/09/2025
Getting to Know Justin Powell
15/09/2025
Big Beautiful Bill
26/08/2025
Recap of Q1 2025 & Tariff Discussion
05/05/2025
Follow Through
10/03/2025