Part 2 - Adam Holt CEO of Asset-Map

Adam Holt returns as a guest and we talk about Fin-Tech; the growing technology and applications that have reshaped the world of wealth management and financial planning. What role does Asset-Map play amongst these new tools? How do we use this tech to improve our relationships with clients?

Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of prin ...