Business owners can be seen as knowing everything about finance because their businesses succeed. But that isn’t often the case.
In this episode, Mark Dorman speaks with H. Adam Holt, founder and CEO of Asset-Map about simplifying financial explanations and discussions with business owners. Adam shares how helping business owners understand complex financial planning will increase the number of clients taking their first step toward their financial future.
- Why he started Asset-Map
- How visual and auditory learners can benefit from alternative financial explanations
- What the next generation of Asset-Map users will need
- Examples of Asset-Map utilization for business owners
- How Asset-Map changes the way you relate with money
- And more