Tag: Retirement Planning
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!

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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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Building a Future-Ready Firm and Living with Curiosity with Frances Toler (Ep. 3)

Building a Future-Ready Firm and Living with Curiosity with Frances Toler (Ep. 3)

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What does it take to build a financial practice that thrives beyond your own career and still leaves you time to pursue passions?

In this episode of The Outstanding Shift, Andrew Evans sits down with Frances Toler of Toler Financial to discuss intentional business structuring, succession planning, and the balance between personal identity and professional life. 

Fran also shares her deep love for birding, how nature fuels her curiosity, and why exploring outside the office matters just as much as growth within it.

Fran discusses:

  • The challenges seasoned advisors face in retiring and why many avoid it
  • Strategies for creating a multi-owner, department-led firm for long-term continuity
  • How to maintain personal identity without letting your practice completely define you
  • The value of curiosity and nature exploration as personal and professional inspiration
  • Birding as a gateway to understanding the interconnectedness of the natural world
  • And more!

Resources:

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Frances Toler: 

About our Guest: 

Frances Toler, CEO of Toler Financial Group, provides fee-based financial planning and investment management for a diverse clientele. Fran celebrates over 23 years of experience in helping people, families, and businesses discover, plan, and implement strategies to achieve the security and prosperity they value. Many of her clients seek out her experience with sustainable investment options, income strategies, and a “planning first” approach.

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