In this episode, I was lucky enough to interview Adam Holt, founder and CEO of Asset-Map.Adam talks about how his entrepreneurial drive took shape from his early years in New York to leading one of the most innovative platforms in financial visualization. Adam shares how his mother’s example as a self-made realtor influenced his approach to business and connection, teaching him to treat every interaction as a chance to form genuine relationships. He reflects on how attending Tony Robbins seminars as a teenager opened his mind to the power of mindset, reframing, and fear-breaking—lessons that became foundational to how he leads and builds companies today. Adam discusses how he transformed his career from government work to launching Asset-Map, a platform that reimagines how people see and understand their financial lives. He dives into the early challenges of product development, balancing service revenue with innovation, and the costly lessons that came with scaling too soon. With refreshing honesty, Adam talks about finding the right partners, the importance of trust and culture, and how he built a company rooted in transparency and human connection. Hear Adam Holt’s reflections on growth, trust, and the art of making finance more human in this episode of The First Customer! Guest Info: Asset-Map <a href='http://www.asset-map.com'>http://www.asset-map.com</a> H. Adam Holt's LinkedIn <a href='https://www.linkedin.com/in/hadamholt/'>https://www.linkedin.com/in/hadamholt/</a> Connect with Jay on LinkedIn <a href='http://ow.ly/tuAj50Lh961'>https://www.linkedin.com/in/jayaigner/</a> The First Customer Youtube Channel <a href='http://ow.ly/rAXA50Lh962'>https://www.youtube.com/@thefirstcustomerpodcast</a> The First Customer podcast website <a href='https://www.firstcustomerpodcast.com'>https://www.firstcustomerpodcast.com</a> Follow The First Customer on LinkedIn <a href='http://www.linkedin.com/company/the-first-customer-podcast/'>http://www.linkedin.com/company/the-first-customer-podcast/</a>

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The First Customer - How Visualization Became the Secret Weapon in Finance with Founder Adam Holt

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