{"id":7164,"date":"2025-01-20T16:58:38","date_gmt":"2025-01-20T16:58:38","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/engaging-clients-by-building-an-innovative-experience-using-purposeful-design\/"},"modified":"2025-01-20T16:58:38","modified_gmt":"2025-01-20T16:58:38","slug":"engaging-clients-by-building-an-innovative-experience-using-purposeful-design","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/engaging-clients-by-building-an-innovative-experience-using-purposeful-design\/","title":{"rendered":"Engaging Clients By Building An Innovative Experience Using Purposeful Design"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:500px;\"class=\"podcastdotco-player podcastdotco-player--podcast\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/CnwoUVhuslM?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In This Episode<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.linkedin.com\/in\/hadamholt\/\" rel=\"noreferrer noopener\" target=\"_blank\">H. Adam Holt<\/a>, CEO and Founder of<a href=\"https:\/\/www.asset-map.com\/\" rel=\"noreferrer noopener\" target=\"_blank\"> Asset-Map<\/a> is not the first financial advisor to have had an epiphany that led to a revamped approach to how we worked with his clients. But, he just might be the guy who&#8217;s quest to design a client experience that led to the most meaningful impact for the wealth management industry to date.<\/p>\n\n\n\n<p>As you&#8217;ll hear in this episode of the podcast, Adam and his team at Asset-Map have made a key discovery about the business of wealth management. We are in the &#8220;process as a service&#8221; business. Financial advice isn&#8217;t just being a resource for clients and managing assets. It is about a process for helping clients maximize their life experience.<\/p>\n\n\n\n<p><strong>Resources Mentioned In This Episode:\ufeff<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adam\u2019s Podcast &#8211; <a href=\"https:\/\/rethinkfinancialadvisorpodcast.blubrry.net\/\" rel=\"noreferrer noopener\" target=\"_blank\">Rethink. The Financial Advisor podcast<\/a><\/li>\n\n\n\n<li>John\u2019s Book Recommendation &#8211; <a href=\"https:\/\/www.amazon.com\/Designing-Obvious-Common-Approach-Application\/dp\/0321749855\" rel=\"noreferrer noopener\" target=\"_blank\">Designing the Obvious: A Common Sense Approach to Web and Mobile Application Design<\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In This Episode H. Adam Holt, CEO and Founder of Asset-Map is not the first financial advisor to have had an epiphany that led to a revamped approach to how we worked with his clients. But, he just might be the guy who&#8217;s quest to design a client experience that led to the most meaningful&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7165,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[61,37,59,102,51],"class_list":["post-7164","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-advisor-tips","tag-client-communication","tag-client-service","tag-communicating-value","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7164"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7164\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7165"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7164"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7164"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}