Did you know that the average household owns 25 different financial instruments? 

How many do you have, and do you know how they all fit together?

Join Larry Sprung as he chats with Adam Holt, the CEO and founder of Asset-Map, to discuss his entrepreneurial journey and how his background led to the creation of a tool that revolutionizes financial planning. Follow along to learn how about this tool and how it’s visual representations can simplify complex financial scenarios, uncover hidden assets, and improve communication between you and your advisors.

Larry and Adam discuss: 

• Adam’s journey from a financial planner to founding Asset-Map

• How visualization can help you understand complex financial plans

• The importance of intentionality in both professional and personal life

• The value of Coaching and evolving with different coaching styles

• And more!

Resources:

• Mitlin Financial  

• The JOY and Productivity Journal by Larry Sprung 

• Asset-Map 

Connect with Larry Sprung: 

• LinkedIn: Larry Sprung

• Instagram: Larry Sprung

• Facebook: Larry Sprung

• X (Twitter): Larry Sprung

Connect with Adam Holt: 

• LinkedIn: Adam Holt

About our Guest:

Adam Holt is an ex financial advisor but is known for his early adoption of Technology to build Asset-Map, LLC, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide.

Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest’s content linked on this site.

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Larry Sprung Host Mitlin

Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.

Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”

In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.

In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.

Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.