Episode 138: Designing Data Visualization to Drive Deeper Conversations

Update: 2024-02-07

Description

We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story

2024-11-1826:23

Episode 154 Having the Hard Conversations Around Multi-Generational Wealth

2024-10-2413:53

Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?

2024-10-1516:57

Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community

2024-09-2510:06

Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts

2024-09-1810:20

Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support

2024-09-1335:09

Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

2024-08-2226:47

Episode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice

2024-07-3038:03

Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship

2024-07-1132:45

Episode 146 Understanding Client Experience as a Growth Accelerator

2024-06-2032:36

Episode 145 Creating the Practice You Want: Coaching Beyond Limits

2024-06-0733:59

Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth

2024-05-2236:52

Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV

2024-05-0242:43

Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth

2024-04-1130:09

Episode 141: Building a COI Referral Network: Working with CPAs

2024-03-2837:52

Episode 140: Tax Topics - Negotiating with the IRS

2024-03-0844:44

Episode 139: Building a Growth-Focused Client Event Strategy

2024-02-2227:16

Episode 138: Designing Data Visualization to Drive Deeper Conversations

2024-02-0728:43

Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model

2024-01-1833:33

Episode 136: 2024 Outlook - Where Will Rates End Up, When, and What's the Impact?

2024-01-0433:32

00:00

Episode 138: Designing Data Visualization to Drive Deeper Conversations

#box-pro-ellipsis-173225108039585{-webkit-line-clamp:2;}Episode 138: Designing Data Visualization to Drive Deeper Conversations

Episode 138: Designing Data Visualization to Drive Deeper Conversations

CION Investments

Episode 138: Designing Data Visualization to Drive Deeper Conversations