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42. The Future of Advice Delivery: What Financial Advice Will Look Like in 2030 with Adam Holt
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You know that feeling when you're going through the motions with annual reviews, rinse and repeat conversations, and something just feels off? You're not alone. Even your clients are starting to feel it.
Adam Holt, founder and CEO of Asset-Map and recovering financial planner, joins me to talk about what advice delivery needs to look like by 2030. And spoiler alert: it's not five years away anymore.
This summer, Adam brought together some of the industry's brightest minds to wrestle with a critical question: What do we need to invest in NOW to deliver…
The skinny
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