• Advice Architects Ep. 10 - Using Visual Maps for Advice Support and Advisor Insight with Adam Holt

  • Jun 19 2023
  • Durée: 29 min
  • Podcast

Advice Architects Ep. 10 - Using Visual Maps for Advice Support and Advisor Insight with Adam Holt

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  • Résumé

  • Client engagement is crucial in the financial advisory process – it’s precisely what differentiates the financial advisory relationship from automated, robo-advisor services that are increasingly available in the marketplace. When clients actively participate in and own their financial planning process and data, advisors get more insight and can deliver a more meaningful and engaging experience. Only by doing so can advisors establish a unique value proposition and maintain a client-centric approach that surpasses the capabilities of fully automated platforms. Listen to the full conversation between Asset-Map’s Adam Holt and Responsive AI’s Day Wachell.
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