Month: June 2026
How Visual Planning Completely Transforms Client Conversations with H. Adam Holt, CFP®, ChFC® (Ep. 15)

How Visual Planning Completely Transforms Client Conversations with H. Adam Holt, CFP®, ChFC® (Ep. 15)

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Most people don’t struggle because they lack information; they struggle because they can’t clearly see what they already have.

What if the real issue isn’t strategy, but how it’s communicated and understood?

In this episode, Andrew Evans interviews H. Adam Holt, CEO & Founder of Asset-Map, about his journey from financial advisor to building a platform used by thousands of advisors. He shares how simplifying financial conversations through visualization helped him grow rapidly, why the industry often overwhelms clients, and how advisors can create stronger engagement by showing instead of telling.

Adam also introduces the concept of financial fire drills and explains how purpose, not money, drives long-term fulfillment.

They discuss:

  • How visual financial mapping replaced complex reports and helped clients understand their full financial picture
  • Why many advisors lose client engagement by relying on overwhelming data and analysis instead of clarity
  • The six financial fire drills every client should plan for to avoid major disruptions in their lives
  • How shifting from telling to showing improves trust, communication, and decision-making with clients
  • Why purpose and relationships matter more than financial outcomes in both business and personal life
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with H. Adam Holt: 

About our Guest: 

Adam Holt is the Founder of Asset-Map, a widely adopted financial planning platform that helps advisors simplify complex client situations through visual mapping. With nearly three decades of experience in financial services, he began his career in insurance and evolved into a holistic financial planner, eventually building one of the top practices in his broker-dealer. His work focuses on improving client engagement by making financial information easier to understand and act on. Beyond Asset-Map, Adam is also passionate about purpose-driven initiatives, including building communities like Rebel Dads, which supports entrepreneurial fathers in balancing leadership at home and work.

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Why Advisors Struggle with Video (and How to Fix It) with Laura Garfield (Ep. 14)

Why Advisors Struggle with Video (and How to Fix It) with Laura Garfield (Ep. 14)

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Creating content can feel overwhelming, especially when time and skills don’t seem to align.

What actually works when it comes to video, and how can professionals stay relevant without burning out?

In this episode, Andrew Evans interviews Laura Garfield, Co-Founder of Idea Decanter, about why many advisors struggle with video content and how to approach it more effectively. They explore the pitfalls of doing everything yourself, the rise of AI-generated content, and the importance of authenticity. Laura shares insights from her State of Advisor Video Report, including how top advisors build simple, repeatable systems. The conversation also highlights trends like short-form attention grabbers and long-form depth for niche audiences.

Laura discusses:

  • Why many advisors waste hours editing video instead of focusing on client-facing work that drives value
  • How AI-generated content can appear convincing while delivering inaccurate or misleading information
  • The importance of building a simple, repeatable content system that saves time each month
  • Why specific, niche-focused content performs better in a crowded digital environment
  • The balance between short-form videos for attention and long-form content for deeper engagement
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Laura Garfield: 

About our Guest: 

Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta. 

Along the way, she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling. Instead of a company relying on a big ad spend, with the Internet, you can be a broadcaster of your own brand. Laura believes that all you need to pull it off is a talented content marketing team (like Idea Decanter!) to help you craft your message.

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