Presenting Financial Plans is Over with H. Adam Holt
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In this episode, Dan chats with H. Adam Holt from Asset Map in Philadelphia.\\xa0
Here, they chat about the traditional financial plan and how presenting it in the old way doesn\'t work anymore. Plus, they talk about the awesome tool Asset Map, the future of financial planning and much more!\\xa0
Join our community: https://www.nextgenplanners.co.uk/join-our-community\\xa0
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