As clients gain access to increasingly sophisticated digital tools, the traditional approach of presenting multipage financial plans is quickly losing relevance. Holt explains how to deliver more meaningful client experiences and why the true differentiator is not artificial intelligence — it is advisor intelligence: your unique blend of empathy, judgment, real-time insight and trust-building that only an advisor can deliver.
H. Adam Holt, ChFC, CFP, is the managing partner at RubinGoldman and Associates and founder of Asset-Map, a platform used by thousands of advisors to engage more than 2.5 million households worldwide. With 26 years of experience, Holt has built a firm surpassing USD 1 billion AUM and millions in annual premium. A recognized thought leader and podcast host, he speaks globally on advisor intelligence, behavioral finance and the future of client engagement in financial advice.
