GetReal! - 40 - H. Adam Holt, CFP - GetReal! with H. Adam Holt, CFP

00:26:42Added: 20.10.2022

Please join Co-Hosts Meg Hanington and Genevieve E. Thayer of GetReal! with their guest Adam Holt, Founder & CEO of Asset-Map. Adam discusses the value of a more streamlined and efficient way to capture and discuss your clients’ assets as their financial needs evolve during the planning process. 

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