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Don’t Assume You Know What Your Clients Want with H. Adam Holt, Asset-Map
Manage episode 469545032 series 3650463
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Do you really know what your clients are looking for? Kelly Waltrich and H. Adam Holt, CEO and Founder of Asset-Map Holdings, explore the often overlooked gaps between what clients want and what advisors deliver. Adam offers candid insights from his transformation as a “recovering advisor,” emphasizing the critical need to address real client pain …
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