Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP
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. 3 DAYS AGO

    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

  2. DEC 9

    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

  3. OCT 2

    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

  4. JUL 10

    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

  5. MAY 20

    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

  6. MAY 8

    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

  7. APR 3

    Are your estate documents in order? Featuring Cody Barbo

    Are your and your clients estate planning documents in order? When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day.  Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning. In this episode Cody, Adam and Derek chat about:The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planningEstate planning is an Everybody problemWealth Transfer - a huge opportunity for estate planningExpanding your servicesDo advisors have their own estate planning done?When was the last time a client reviewed their estate planning they previously did?Can you help your younger clients with estate planning to get introduced to their older parents? The lack of education and good old procrastination - main reasons clients don’t have an estate plan.  And lots more! Resources: Follow Cody Barbo on LinkedInFollow Cody Barbo on X/TwitterCheck out the Trust & Will solution for Financial AdvisorsCheck out Trust & Will for consumersFollow 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 HoltFacebook: 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.

    39 min

  8. MAR 20

    Financial Advice in the convenience economy featuring Jamie Hopkins

    What is the convenience economy and why should advisors care?  Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and industry expert Jamie Hopkins. In this episode Jamie, Adam and Derek chat about:Who’s going to come out ahead given the current convergence in our industry?Advisors are not unique. What are their differentiated services & value adds?3 Biggest needs the client is looking for: tax planning - Bill Harris (Ep. 59), estate planning with trust services, bank services)You need to know what your clients want & need.Wallet Share is not really known by advisors despite their confidenceConvenience economy over experience economyRIAs should not try to solve ALL problems/needs - do it, buy it, outsource itDigital assets conversation - value addAnd lots more! Resources: Follow Jamie Hopkins on LinkedInFollow Jamie Hopkins on X/TwitterCheck out Bryn Mawr Capital ManagementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth News 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.

    38 min
See All (70)

5
out of 5
16 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 - 2024
  • Episodes
    70
  • Rating
    Clean
  • Copyright
    Copyright © 2022 Rethink. Financial Advice
  • Show Website
    Rethink. Financial Advice

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