66 episodes

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.

Rethink. Financial Advice H. Adam Holt, CFP and Derek N.H. Notman, CFP

    • Business
    • 5.0 • 2 Ratings

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.

    The Evolution of Financial Education Featuring George Nichols III

    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.

    • 46 min
    Client Engagement vs. Satisfaction featuring Ashley Quamme

    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
    Are your estate documents in order? Featuring Cody Barbo

    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
    Financial Advice in the convenience economy featuring Jamie Hopkins

    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.

    • 37 min
    The Struggles of Being a Dadpreneur

    The Struggles of Being a Dadpreneur

    What is a REBL Dad? What are the struggles of being a dadpreneur? These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challenging. Being an entrepreneur can also be really hard. Trying to balance being the best you can be at both is a whole different type of challenge.  In this episode we dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island. There’s so much here, time to dive in!
    In this episode Adam and Derek chat about:
    What is a REBL Dad?How to balance being a great dad and entrepreneurThe Epidemic of fatherhood - given the remote nature of work from anywhere, people who want to be better leaders at home and work.Amazing takeaways and insights from a group of REBL DadsInsights from OG REBL Dad Sir Richard BransonAnd lots more!

    Resources:Following REBL Dads on LinkedInCheck out the REBL Dads 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.

    • 44 min
    Do you have partners or vendors? Featuring Brad Johnson

    Do you have partners or vendors? Featuring Brad Johnson

    Should financial advisors expect more from the vendors they partner with? 
    Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like a true partner to the advisor?  Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with.

    In this episode Brad, Adam and Derek chat about:How the Industry is focused on selling ingredients instead of productWhy deep partnerships cannot serve the masses (McDonalds vs Local High end Steak house)Why Advisors love the Industrialized model until they don’t - once they have personalized their firm, brand, offerings, etc. the FMO/Industrialized model is less attractive.Advisors are using a Do business Do Life values/mission to drive who they partner withThe definition of success for Financial Advisors is broken.  “Redline behavior burnout” is celebrated which is so messed up, an “entrepreneurial lie”And lots more!
    Resources:Follow Brad Johnson on LinkedInCheck out Brad’s Do Business Do Life podcastLearn more about Triad PartnersFollow 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.

    • 43 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
The Money Show
Primedia Broadcasting
VT Podcast “Ideas That Matter”
Africa Podcast Network
Investec Focus Radio SA
Investec
BizNews Radio
BizNews
Masters of Scale
WaitWhat

You Might Also Like

Financial Advisor Success
Michael Kitces
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Barron's Advisor
Barron's Advisor
The Long View
Morningstar
Capital Ideas Investing Podcast
Capital Group