From Financial Planning to Music Jams | Adam Holt, CEO of Asset-Map | Jammin and Plannin Podcast скачать в хорошем качестве

From Financial Planning to Music Jams | Adam Holt, CEO of Asset-Map | Jammin and Plannin Podcast

Welcome to the Jammin and Plannin Podcast — the show where corporate creatives let their passions shine. In this episode, hosts Johnny “Guitar” Morgan and Scotty “Kick Drum” Staus welcome Adam Holt, the founder and CEO of Asset-Map, an award-winning fintech platform redefining financial advice engagement. Adam is more than just a fintech thought leader. He’s a recovering financial advisor, keynote speaker, podcaster, and passionate musician. Together, we explore: How Adam reimagined financial planning with Asset-Map to make conversations simpler and more human. Why creativity and music fuel innovation in financial services. Adam’s personal journey as a guitarist and the lessons he’s carried from music into entrepreneurship. The power of blending work, passion, and community to inspire others. Whether you’re in fintech, financial planning, or just a lover of good music and creative passions, this episode will spark new ideas for both work and life. Timestamps 0:00 – Intro music + show open 0:30 – Welcome from Johnny “Guitar” Morgan and Scotty “Kick Drum” Staus 1:15 – Guest introduction: Adam Holt, CEO & Founder of Asset-Map 2:40 – Adam’s background: From financial advisor to fintech entrepreneur 6:20 – The origin story of Asset-Map and rethinking financial conversations 10:45 – How creativity and innovation intersect in financial services 14:30 – Adam’s passion for music: from guitar riffs to leadership lessons 18:10 – Balancing corporate life with creative outlets 21:50 – The value of bringing your whole self (work + passion) into business 25:15 – Advice for financial planners, fintech professionals, and creatives 28:00 – Rapid-fire: favorite music, hidden passions, and “let your hair down” moments 30:45 – Closing thoughts and takeaways from Adam Holt 32:00 – Outro + call-to-action (subscribe + LinkedIn group invite) 👉 Listen on YouTube, Spotify, Apple Podcasts, and all major platforms. 👉 Subscribe for more episodes featuring professionals who balance work with passion. 👉 Join the Jammin and Plannin Podcast LinkedIn group to share your story and connect with like-minded creatives.