H. Adam Holt

Title: CEO
Company: Asset-Map, LLC
Traveling From: Philadelphia, Pennsylvania

Adam Holt is the president and founder of Asset-Map.  He obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an MBA from Drexel University and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. He is also a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant®. 

Adam has always considered himself both a student and a teacher. Driven to explore and understand complexities in the finance, business, legal and tax environments, Adam takes great pleasure in breaking down the complex into manageable distinctions for his clients and colleagues. 

The evolution of financial planning as a profession has required not only a specific understanding of the nuances of markets (including commoditized products, such as investments and insurance), but also how one's position in life, environment, and business will drive future opportunities and challenges. As such an advisor, Adam has aligned himself with other forward-looking professionals and continually seeks those that value a consultative approach premised on communicating thoughtful and intelligent analysis.

Adam is available to speak on a variety of topics including:

  • Privacy issues around sharing financial information electronically with clients

  • Creating a Fintech Company

  • The intersection of Fintech and Design Thinking

  • How to Communicate with Visual-Thinking Clients

  • How to Literally Get on The Same Page as Your Clients

  • Where Does Lateral Thinking Fit in Financial Advising?

  • New Ways to Empathize with Clients

  • Secrets to Deep Conversations with Clients

  • Fintech Tools That Help You Stop Selling