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Asset-Map’s Post

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15,041 followers

1w Edited

"When you have an Asset-Map in front of a client, they have the strange desire to make it accurate." Our CEO, H. Adam Holt, CFP®, ChFC®, was featured on the From the Ground Up Podcast hosted by Zachary Conway and Kelsey McKenna! Check out the full episode to hear more about simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet the needs of next-generation investors, and so much more! 👉 https://hubs.li/Q030gN7V0 Seeds

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From the Ground Up

From the Ground Up

1w

Thanks for coming on!

Keena Pettijohn

Keena Pettijohn

CEO& Founder ,Editor of “ The Sassy”,Advocate for Aging Well and Wealthy,Wellness As A Solution "WaaS"©/ Credit Union Evangelist , Driver of revenue by partnering with innovative technology providers.

1w

We are visual learners. More good news from Asset-Map H. Adam Holt, CFP®, ChFC® !

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