Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP
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Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile. Hosted on Acast. See acast.com/privacy for more information.

  1. 2 THG 7

    Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

    What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice. From artist to industry leader, Lelané shares a fresh, no-nonsense take on why financial advice must stop being about pushing products and start being a lifelong partnership rooted in purpose, transparency, and empathy. Think "tour guide," not "trinket peddler." Whether you're an advisor ready to ditch the sales-first mentality or just curious about how values-driven advice can shake up a whole profession, this episode is a wake-up call from the other side of the world — and yes, it includes Ubuntu. Connect With Lelané Bezuidenhout: LinkedIn: Lelané BezuidenhoutCheck out the FPI websiteConnect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: LinkedIn: Derek NotmanTwitter: Derek NotmanCouplr AI Hosted on Acast. See acast.com/privacy for more information.

    42 phút

  2. 30 THG 4

    Is the tail wagging the dog? (Tech > Advisor) Featuring Brian McLaughlin

    Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech?   In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech. Brian discusses: How advisors need to ask questions about integrationsThe perception that integration is a requirementThe importance of training on tech for the entire teamSelling through education and problem solvingThe failure to serve the average American customer in a profitable mannerAnd much more! Resources:  Follow RethinkFA on LinkedIn Connect With Brian McLaughlin: LinkedIn: Brian McLaughlinTwitter/X: Brian McLaughlin Connect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: LinkedIn: Derek NotmanTwitter: Derek NotmanCouplr AI About Our Guest: Brian McLaughlin is the nicest fintech founder! Recently retired possibly the most influential fintech executive with Redtail’s 130K advisors and then Orion Tech. Two plus decades of experience and insights and a dog lover, what else can you ask for? Hosted on Acast. See acast.com/privacy for more information.

    47 phút

  3. 26 THG 3

    Why advisors are failing at organic growth featuring Joe Duran

    Why are advisors failing at organic growth? In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today. Joe discusses: Organic growth versus consolidationHow we need to get back to sales and training the next generation of advisors how to do itThe low percentage of time advisors are focused on salesPE’s role in growthAnd more Resources:  Follow RethinkFA on LinkedIn Connect With Joe Duran: Follow Joe Duran on LinkedInLearn more about Rise Growth Partners Connect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: LinkedIn: Derek NotmanCheck out Couplr.AI About Our Guest: Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters. In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector. Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals. Hosted on Acast. See acast.com/privacy for more information.

    40 phút

  4. 26 THG 2

    Invest in conversations before technology featuring Derrick Kinney

    What do Life Planning and Dream of Freedom have to do with being a Fiduciary?  In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat about our obsession with technology over humanity.  A fun conversation covering things from to differentiate ourselves through stories to what people (clients) actually want. Join us as we talk about: Coming up with a different elevator pitchCreating focus time and disconnecting from digitalFocusing on less technology and more conversationsGetting clear on what problem you solve and who you solve it forAnd more Resources:  Follow RethinkFA on LinkedIn Connect With Derrick Kinney: Follow Derrick Kinney on LinkedInCheck out SuccessForAdvisors.com Connect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: Check out Couplr AILinkedIn: Derek Notman About Our Guest: Derrick Kinney is a financial educator, author, and speaker known for simplifying complex financial topics. He founded and led Derrick Kinney & Associates, a financial planning firm, for over 25 years before selling it to focus on broader financial education initiatives. As the CEO of Good Money Framework and host of the Good Money Podcast, Kinney encourages individuals to earn more and leverage their wealth for positive impact. His book, "Good Money Revolution," is a Wall Street Journal and USA Today bestseller. Kinney has been featured on major media outlets, including CNBC, FOX News, CNN, and The Wall Street Journal. Hosted on Acast. See acast.com/privacy for more information.

    38 phút

  5. 24 THG 1

    TradePMR's Product Vision for Advisors featuring Jon Patullo

    Peering into the future from a product leader's perspective. In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice.  We cover everything from their service orientated model to support advisors to how AI is quickly accelerating.  Jump in and learn how an industry insider sees advice today and where it’s headed. We talk about: Scale efficiency with open architectureAI supporting AdvisorsTradePMR’s acquisition by Robinhood and the future of human adviceLeveraging open APIs from vendors to drive innovationThe speed of AI and how if you don’t pay attention you will be left behindAnd more Resources: Follow Jon Patullo on LinkedInLearn more about TradePMR RIA Custody ServicesFollow RethinkFA on LinkedIn Connect With Adam Holt: support@asset-map.com Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: Check out Couplr AILinkedIn: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

    32 phút

  6. 20/12/2024

    Organic growth, investors, and exits with Abby Salameh

    What’s your advisor Swan Song? In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies.  Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items. We talk about: Private equity (PE) firms impact on the wealth management landscape - How RFG advisors are Organically growing at 20 percent year-over-year.  Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?The Importance of technology in reducing operational burdensThe $30 trillion wealth transfer to womenThe Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARRAI's potential impact on marketing and operational efficiencyAnd more Resources: Follow Abby Salameh on LinkedInLearn more about RFG AdvisoryFollow RethinkFA on LinkedIn Connect With Adam Holt: support@asset-map.com Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: Check out Couplr AILinkedIn: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

    32 phút

  7. 09/12/2024

    Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

    Is Life Insurance a ripe opportunity for financial advisors?  In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant. We chat about: The shift in financial adviceThe error of neglecting life insuranceThe complexity of insurance productsRegulatory & Market issuesThe Consumer DisconnectAdvice for improving our IndustryRecommendations for Financial Planners and AUM RIAsAnd more Resources:  Follow RethinkFA on LinkedIn Connect With Tony Steuer: Follow Tony on LinkedInJoin Tony’s Money Club on his websiteBuy Tony’s Book: Questions and Answers on Life Insurance Connect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: Couplr AILinkedIn: Derek Notman About Our Guest: Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast.  Hosted on Acast. See acast.com/privacy for more information.

    37 phút

  8. 02/10/2024

    Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

    Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15.  Find out what George has been up to, the stance he’s taking on what it means to be a Fiduciary and how he would like to see it applied to society, and learn about his new book! In this episode George, Adam and Derek chat about:Salespeople/media (short term thinking) VS Fiduciaries/planners (long term thinking) - But being a salesperson, like most advisors startout as is all about short term survival, hard to move to long term think when I can’t pay rent.How can we not have a fiduciary civilization when we are global?Fiduciary means a steward of other’s best interests (not our own) and how Human beings are naturally selfish - how can we have both?Corporations can be more than fiduciaries to their shareholdersThe Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymoreAltruist ideals vs. Human self interest on a global scaleLimited liability is the root cause of removed responsibility (protection from personal responsibility)And lots more! Resources:Follow George Kinder on LinkedInCheck out George Kinder.com and his new book “The Three Domains of Freedom”Check out the Kinder Institute of Life Planning WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

    54 phút
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Giới Thiệu

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile. Hosted on Acast. See acast.com/privacy for more information.

Thông Tin

  • Nhà sáng tạo
    H. Adam Holt, CFP and Derek N.H. Notman, CFP
  • Năm hoạt động
    2021 - 2025
  • Tập
    75
  • Xếp hạng
    Sạch
  • Bản quyền
    Copyright © 2022 Rethink. Financial Advice
  • Trang web chương trình
    Rethink. Financial Advice

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