Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt
What's the Alternative? Meet the Manager
48 minutes
7 months ago
What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt
On this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even family relationships — in one powerful snapshot.
The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.
Connect with us!
* H. Adam Holt on LinkedIn [https://www.linkedin.com/in/hadamholt/]
* Asset-Map [http://www.asset-map.com/]
* Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
* Banríon Capital Management [https://www.banrioncapital.com/]
What's the Alternative? Meet the Manager
Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
