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What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt
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On this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even family relationships — in one powerful snapshot.
The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.
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