Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice.

In this episode we get into the nitty gritty of:

How planning has changed from salesperson that gives advice to an advisor that sells
What elements of planning will NEVER change
How to strike the right balance between technology and human connection
What is the next big trend in the planning world
Will robo advice replace advisors? Which ones will it replace?
What not to be afraid of in the future of your business
And a whole bunch of other inspo on why it’s great to be an advisor, build a business, and increase your acumen

I’ll be honest, Adam and I did not have an agenda, outline, or any plan of what we were going to discuss today. I know… no agenda? So unlike me. We connected months ago over the tech tool Asset Map that Adam built and I just knew it would be a fun and interesting conversation.

So let’s start of 2023 with hope, excitement, and tactical advice over where you are going to take your business to in the future.

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LINKS FROM THIS EPISODE:

Connect with Adam here on LinkedIn.

Check out Asset Map here.

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt

The Efficient Advisor: Tactical Business Advice for Financial Planners