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Adam Holt

Adam Holt

Aug 27, 2026

9:56
What led you to writing the actual book?
9:59
The book started because we got a...
10:03
Richard kind of put it in our face.
10:06
He actually...
10:06
When we were at the Mastermind, we got to spend a lot of time with him.
10:10
We even interviewed him and asked about his own personal life and about his kids and how he actually managed it.
10:16
And we put some of that stuff in the book.

6 MINS LATER

16:35
Can you break down, obviously we don't have time to go through the whole book, but can you break down the ones that you think mean the most to you? And what have been the key things takeaways that have transformed your life after writing the book.
10:04
So what's your thoughts on this, Adam Holt?
10:06
Well, I think this is a natural marriage here.
10:08
Um, not really sure.
10:10
Obviously, it looks like Fu- Fusion is acquiring, um...
10:13
But, you know, I've had the opportunity to talk to Eric.
10:15
Eric Knowles, the CEO of Fusion IQ, he's doing some really great work, um, running...
10:20
Uh, if you don't know what they're doing, they're, they actually were, uh, they have built the kind of back end for plug-and-play wealth management for a bank or credit union.

5 MINS LATER

15:32
Right.
12:51
And then I didn't know the frigging tool and had to restart the process all over again, six months later, when I was sitting in front of clients needing to make modifications or adjusted or look for finding weird little anomalies that i needed to fix so when you see people coming on to asset map what kind of like how long is it taking for the people who really do a good job like what are they doing so they're obviously investing in the the training is it them looking at do you guys have a training plan like are they getting a training plan on the schedule is it everybody on the team is learning it what are kind of the best practices
13:25
You know, every practice is different these days, right? So you have small practices, a single person shop, and you have ensembles, people that have said, well, I'm good at this, you're good at that, let's team up.
13:35
Sometimes they have power planners or assistants, sometimes they don't.
13:38
Every firm is so, I don't know, chaotically different because everyone is reinventing themselves and what their practice looks like.
13:46
There's really two, there's probably two things that are thematic.
13:51
And the answer is yes, we now onboard one-on-one every single Asset Map Advisor up to three separate meetings scheduled one-on-one over obviously zoom uh with an onboarding advisor and that has really really i think changed the nature of how people accelerate at their own pace because if you're gung-ho and you took the whole night and you're like i'm obsessed i'm going to learn everything and you come to that meeting you're going to be differently empowered right there's someone's going to be able to accelerate you right you you if you came to if you came to the gym and you already did all your stretching you're going to have a much better experience with your with your trainer Versus, okay, that's how you tie your shoes.
14:30
And like, so you can always tell who's really committed to the investment they've made and wants the outcome versus somebody who's like, I was kind of, I was curious and I was, yeah, I just want to try it.

6 MINS LATER

20:20
And so speaking of data, how, when it comes to the team, is the suggestion from you guys, so AssetMap or another tool, does everybody on the team need to know the tool?
21:09
I'm sure Adam, you heard that throughout the course of doing your book.
21:12
There were some really great tips.
21:13
And I think it's easier, Matt, when...
21:16
when you know to be one percent better and how how do you define measuring that like you have some kind of scoreboard or something like we're running it like eos or it's hard to do that but we know that either our mindsets or our actions are going to impact the choices and what we actually do right so i think for us at least in the book one of the things we realize is we have to give We have to give dads something to not get stuck in thinking about doing it perfectly or else I'm not going to do anything.
21:47
Can you just try this? Like, for example, in the next 24 hours, here's one of the fathers said that it was really important for him to connect and create a shared space with his child so that he would avoid the lying.
22:01
Oh, no, Dad's going to be upset with me all the time.
22:03
So he wanted to create a shared space.
25:16
Like, how do you kind of set those guardrails when you know it is part of what they are, who they are and what they do? How do you get those kind of guardrails on and make for better? What if the conversation has been like around technology? This has not been an easy one.
20:52
Mm.
20:52
Families dealing with abuse and alcoholism, uh, families with no fathers, families where someone had an epiphany and came back to fatherhood, and, uh, also stories of, like, great joy and successes with kids.
21:05
And, and, and the key is to, to find those themes took a lot of effort to say, "Hey, this is a theme that we should work on." There's no perfect, you know, category box for all of this, these lessons, but I think the key is if we could start to focus on some of these things on the daily, um, that would be...
21:22
I...
21:22
You know, I focused on, you know, on kind of...
21:24
We split up the interviews.
21:25
It's one of the reasons why we had to stop our podcast for last year, because it just, this took over our life outside of work.

5 MINS LATER

26:33
Okay
22:38
I mean, maybe Adam, you can do a better job of like how I did it because I was so nervous.
22:44
Well, I think we both recognized that.
22:47
That we had gotten there was a blessing.
22:49
Like for both of us, we generally tend to be pretty laid back, humble guys.
22:52
We don't really like to flaunt it.
22:54
And we also recognize that he's super laid back, but clearly influential.
22:59
And we knew the marketing value of that.

13 MINS LATER

36:22
get that

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