Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP
  • 5.0 (18)
  • BUSINESS
  • UPDATED BIWEEKLY
Rethink. Financial Advice

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. FEB 26

    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 min

  2. JAN 24

    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 min

  3. 12/20/2024

    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 min

  4. 12/09/2024

    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 min

  5. 10/02/2024

    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 min

  6. 07/10/2024

    Advice Mindset - Purpose and Principles featuring Breanna Blaney

    Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all. This is a fun episode that Adam recorded in person with Breanna at the SHIFT conference while Derek was traveling in South Africa. In this episode, Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Learn how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients. Tune in for groundbreaking insights that could reshape how you think about money and life. In this episode Breanna, Adam and Derek chat about: Questioning your Why for everythingCustomer experienceEmpathyMoney, stress, and wellnessInvestor behavior and fear around money and how it relates to returnsWhat are clients willing to pay for?How our self worth is tied up in moneyYour and your clients money mindsetHow to change peoples lives and drive better outcomesAnd lots more! Resources: Follow Breanna Blaney on LinkedInFollow Dimensional on LinkedInCheck out Dimensional's WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply 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.

    40 min

  7. 05/20/2024

    The Evolution of Financial Education Featuring George Nichols III

    What does the future of financial education look like and how will it impact the growth of your business?  Let’s find out from the leaders in financial education as we chat with our friend George Nichols III, President and CEO of The American College of Financial Services. George helps us understand what they are seeing on a national level when it comes to shifting consumer expectations and how the College is evolving to meet these demands while also expanding their support to advisors to help them thrive. And…learn more about the exciting partnership announcement between the College and Couplr AI!!   In this episode George, Adam and Derek chat about: Why too many advisors fail to meet what clients need & wantHow we need to do a better job paying attention to what clients want and need and delivering on themThe trend of more successful advisorsThe transfer of wealth opportunity/challengeTime to Rethink the commission and incentive structureThe industry needs to speed up to meet the expectations of the clientThe American College of Financial Services partnership with Couplr AIAnd lots more! Resources:Follow George Nichols III on LinkedInFollow George Nicholls III on X/TwitterLearn more about The American College of Financial ServicesThe College & Couplr AI Press AnnouncementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply 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-Map Connect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

    47 min

  8. 05/08/2024

    Client Engagement vs. Satisfaction featuring Ashley Quamme

    What’s more important - Client Satisfaction or Client Engagement?  Can satisfaction be high with low engagement?  How can financial professionals help clients better engage in the financial planning process?  Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors.  If you’re looking to grow then this is a topic you don’t want to miss. In this episode Ashely, Adam and Derek chat about:Client satisfaction vs. engagementThe knowing/doing gapAdvisors being in the relationship business but not getting formal relationship trainingHow to build relationships with under engaged spousesCommunication and rapport building and setting the expectations up frontLooking in the mirror to better serve your clientsAnd lots more! Resources:Follow Ashley Quamme on LinkedInFollow Ashley Quamme on X/TwitterLearn more about Ashley’s services at Beyond the CFPFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply 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.

    44 min
See All (72)

5
out of 5
18 Ratings

About

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.

Information

  • Creator
    H. Adam Holt, CFP and Derek N.H. Notman, CFP
  • Years Active
    2021 - 2025
  • Episodes
    72
  • Rating
    Clean
  • Copyright
    Copyright © 2022 Rethink. Financial Advice
  • Show Website
    Rethink. Financial Advice

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