Don’t Do That: Don’t Assume You Know What Your Clients Want
Summary:
Do you really know what your clients are looking for?
Kelly Waltrich and H. Adam Holt, CEO and Founder of Asset-Map Holdings, explore the often overlooked gaps between what clients want and what advisors deliver. Adam offers candid insights from his transformation as a “recovering advisor,” emphasizing the critical need to address real client pain points instead of adhering to a conventional service model.
Adam provides valuable perspectives on:
- The significance of understanding clients’ actual needs rather than the assumed ones
- How to disrupt conventional advisor practices with a fresh, inquisitive approach
- Evolving financial services to meet next-gen client expectations
- Essential questions advisors should ask to ensure they deliver true value
- And more
Connect with Kelly Waltrich:
Connect with Adam Holt:
About Our Guest:
Adam Holt has always viewed himself as both a student and a teacher. He is driven by a passion for exploring, understanding, and explaining the complexities of finance, business, legal, and tax environments. He takes pride in simplifying intricate concepts into clear, actionable insights for his clients and colleagues.
Adam recognizes that the evolution of financial planning as a profession demands a deep understanding of market nuances—including commoditized products like investments and insurance—and an awareness of how an individual’s life journey, environment, and business context shape future opportunities and challenges. As a forward-thinking advisor, Adam aligns himself with other progressive professionals and consistently seeks those who value a consultative approach grounded in thoughtful and intelligent analysis.