Q&A: H. Adam Holt, Founder and CEO of Asset-Map


AdviceTech.Stay, an online-only advisor know-how convention born throughout COVID-19 pandemic-enforced lockdowns, will return for a fourth yr, this time at no cost.

The convention, run by the favored visualization software program supplier Asset-Map, brings collectively advisor know-how distributors who demo their merchandise for attendees.

Along with Asset-Map, different corporations scheduled to current in 10-minute segments from 1 to five p.m. EST Thursday, Nov. 2, and Friday, Nov. 3 embrace AdvisorEngine, Bento Engine, Property Guru, FMG Suite, Ahead Lane, FP Alpha, FP Pathfinder, Holistiplan, Hubly, Earnings Conductor, Earnings Lab, Lumiant, Cellular Assistant, Morningstar, Nitrogen, Redtail, Snappy Kraken, Tolerisk and VRGL.

H. Adam Holt, founder and CEO of Asset-Map, spoke with Wealthmanagement.com about the convention, what’s totally different, and why they determined to make it free this yr.

This Q&A has been edited for model, size and readability.

Wealthmanagement.com: What labored for final yr’s convention? What’s staying the identical?

H. Adam Holt: What’s working is the 10-minute pace demos. … A few of them will probably be revealing brand-new tech that’s by no means been seen earlier than. All of them are exhibiting round a theme this yr, which is recommendation engagement and/or the supply of recommendation by means of tech enablement.

WM: What’s new about this yr’s convention?

HAH: We now have two (benefactor companions) this yr, not 4: Make investments In Others, which is an important group for monetary advisors, and Leukemia and Lymphoma Society (in reminiscence of) our buddy Gavin Spitzner, who we misplaced in 2023. (He) was an advisor to 5 of the businesses which might be presenting. There was a groundswell to do one thing aligned with Gavin.

It’s in November. It’s later than regular. We did that to work with a variety of the conferences on the market to not compete with them. By the point we get to November, nobody’s going to be touring. They’re going to wish to sit at dwelling and digital works nicely.

We broke it (up) over two days. We had gotten suggestions that it was too lengthy to place all of it in sooner or later. Folks couldn’t even deal with it. They have been compelled to have a look at the recordings.

It’s free to all monetary advisors. There’s no door ticket cost. There was once and that’s how we raised the cash. This yr we raised some huge cash from title sponsors.

WM: Why was it essential to make it free this yr?

HAH: We had 400,000 distinctive guests final yr. We mentioned, “Let’s cease any motive for them to say ‘no.’” We made it free for all monetary advisors and college students. … We wish college students to be taught what’s altering on the planet of recommendation supply. How they’ll become involved. What are (the) job alternatives for them. We now have an enormous initiative (of) getting … college students from the varied faculties. We make particular preparations for all of them to get entry.

WM: What else would you like attendees to know?

HAH: We’ve heard this (time period,) “pay-to-play.” It’s a ache level in our trade. … We didn’t desire a pay-to-play system the place somebody might simply outbuy any person, put their banner in entrance of any person else and the little man seems like they by no means get a voice. The actual key’s we would like equal billing for everyone. Ten minutes. The identical. You may’t purchase extra time. You may’t purchase much less. … We consider this as we’re internet hosting an enormous potluck occasion. It’s not about us. We wish to create a venue. We preserve internet hosting this occasion and it simply retains getting greater and larger and larger.


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