About this episode

Sten Morgan interviews H. Adam Holt about simplifying financial planning and delivering clarity to clients.

In this episode, Sten sits down with H. Adam Holt—founder of Asset-Map, former top-producing financial advisor, and industry innovator who has helped thousands of advisors simplify how they deliver financial advice. Adam shares his journey from struggling early in the business—making just $11,000 his first year—to building a billion-dollar practice and eventually creating Asset-Map, now used by over 7,500 advisors globally. This conversation unpacks the real inflection points that drove his success, including: Why most advisors overcomplicate financial planning The moment he realized clients didn’t want analysis—they wanted clarity How simplifying his process led to exponential growth The importance of mentorship, coaching, and community And how building systems and teams creates true scale If you’re trying to grow your practice, simplify your message, and deliver more value in less time, this episode will challenge how you think about planning, productivity, and what clients actually want. Takeaways Clients don’t want more analysis—they want clarity they can understand and use Simplicity scales; complexity slows down both you and your client You have to go through the “hard…

People in this episode

Host: Sten Morgan

Guest: H. Adam Holt

Mentioned in this episode

Organizations: Asset-Map

More episodes of The Elite Financial Advisor Podcast With Sten Morgan

• 235 From Practitioner to Entrepreneur: Sten's Journey · May 29, 2026 · 47 min
• 234 Best Practices of Prospecting with Gavin Filasek, Wes Young, and Sten · May 22, 2026 · 45 min

Explore listener stats, chart rankings, contacts and more on the The Elite Financial Advisor Podcast With Sten Morgan podcast page.