Rethink. Financial Advice
By H. Adam Holt, CFP and Derek N.H. Notman, CFP
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Subscribers: 9
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Episodes: 75
Description
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.
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| Episode | Date |
|---|---|
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Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
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Jul 02, 2025 |
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Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin
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Apr 30, 2025 |
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Why advisors are failing at organic growth featuring Joe Duran
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Mar 26, 2025 |
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Invest in conversations before technology featuring Derrick Kinney
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Feb 26, 2025 |
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TradePMR's Product Vision for Advisors featuring Jon Patullo
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Jan 24, 2025 |
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Organic growth, investors, and exits with Abby Salameh
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Dec 20, 2024 |
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Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
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Dec 09, 2024 |
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Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
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Oct 02, 2024 |
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Advice Mindset - Purpose and Principles featuring Breanna Blaney
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Jul 10, 2024 |
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The Evolution of Financial Education Featuring George Nichols III
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May 20, 2024 |
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Client Engagement vs. Satisfaction featuring Ashley Quamme
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May 08, 2024 |
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Are your estate documents in order? Featuring Cody Barbo
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Apr 03, 2024 |
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Financial Advice in the convenience economy featuring Jamie Hopkins
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Mar 20, 2024 |
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The Struggles of Being a Dadpreneur
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Feb 28, 2024 |
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Do you have partners or vendors? Featuring Brad Johnson
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Jan 25, 2024 |
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Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris
|
Dec 18, 2023 |
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Client Engagement Is the New Alpha Featuring Craig Martin
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Nov 29, 2023 |
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The Age of Digital Intimacy featuring Jason Pereira
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Nov 08, 2023 |
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Insights from an outsider turned industry insider featuring Eric McDermott
|
Oct 27, 2023 |
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Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren
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Sep 27, 2023 |
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Why Blackrock is investing in Human Advice featuring Liz Koehler
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Sep 13, 2023 |
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Stop forcing advisors to be technologists! Featuring Marc Butler
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Aug 18, 2023 |
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Scaling Financial Advice 3.0 Featuring Michael Lecours
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Aug 04, 2023 |
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What is your Financial Religion? Featuring Josh Curtis
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Jul 12, 2023 |
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The biggest challenge facing wealth management with Derek Notman and Adam Holt
|
Jun 28, 2023 |
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Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
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Jun 14, 2023 |
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Overcoming Financial Vulnerabilities featuring Michael Liersch
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May 31, 2023 |
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The Future of Agency Featuring Mark Pfaff
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May 24, 2023 |
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Communicating your higher calling featuring Chuck Garcia
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May 03, 2023 |
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Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)
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Apr 19, 2023 |
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Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)
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Apr 05, 2023 |
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Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43
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Mar 22, 2023 |
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Advisor-First vs. Firm-First Mentality Featuring David Karr Episode 42
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Mar 08, 2023 |
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The News Hidden Behind the Headlines featuring Cindy Taylor Episode 41
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Feb 22, 2023 |
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Are you ready for a global financial disruption? Featuring Evelyn Jacks
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Feb 08, 2023 |
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Price Trumps Niche for Firm Growth featuring Angie Herbers - Episode 39
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Jan 26, 2023 |
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Is asking for referrals lame?! featuring Libby Greiwe
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Jan 11, 2023 |
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What did we learn in 2022?
|
Jan 01, 2023 |
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Overcoming the Tyranny of the Urgent with Rich Campe
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Dec 22, 2022 |
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"Does your advice suck?" Featuring Carl Richards
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Dec 08, 2022 |
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The Secret to Financial Advisors & CPA Collaboration Featuring Paul Saganey
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Nov 23, 2022 |
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Are financial professionals stuck between self-interest and best interest advice? featuring Amit Dogra
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Nov 09, 2022 |
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Are financial advisors gifting dummies? Featuring Joe Fischer
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Oct 26, 2022 |
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Is financial advice an Industry or Profession?
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Oct 12, 2022 |
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Cut the Tie! Is Advisor Attire dated?
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Sep 28, 2022 |
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Is the USA still number one in financial advice? Featuring Bekithemba Mafulela
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Sep 15, 2022 |
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Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]
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Sep 07, 2022 |
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Relatability as a Growth Strategy featuring JR Gondeck
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Aug 24, 2022 |
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Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry
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Aug 11, 2022 |
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Are the Right People Building Fintech? (Ep 25)
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Jul 20, 2022 |
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Can you buy Marketing Success? With Megan Carpenter (Ep 24)
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Jun 22, 2022 |
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Ask Us Anything – If You Could Start Over (Ep 23)
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Jun 08, 2022 |
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Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)
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May 25, 2022 |
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Are you a Fake Fiduciary with Tom Hegna (Ep 21)
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May 11, 2022 |
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The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)
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Apr 27, 2022 |
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Surviving the (Digital) Tsunami With Jason Wenk (Ep. 19)
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Apr 13, 2022 |
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Building a Social Media Following With Devin Banerjee of LinkedIn (Ep. 18)
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Mar 30, 2022 |
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Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)
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Mar 16, 2022 |
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The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)
|
Mar 02, 2022 |
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Beyond Fiduciary featuring George Kinder (Ep.15)
|
Feb 02, 2022 |
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14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith
|
Jan 19, 2022 |
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13. Rethink: Attracting Ideal Clients as a Thought Leader
|
Jan 05, 2022 |
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12. 10 Things Advisors Shouldn’t Do (Just sayin’)
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Dec 22, 2021 |
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11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia
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Dec 01, 2021 |
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10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks
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Nov 17, 2021 |
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9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces
|
Oct 27, 2021 |
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8. Rethink: Paid vs Organic Digital Marketing
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Oct 07, 2021 |
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7. Rethink: Marketing Vs. Prospecting
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Sep 23, 2021 |
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6. Rethink: Are You a Star Player or Team Coach?
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Sep 09, 2021 |
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5. Rethink: Financial Advice a Luxury or Necessity?
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Aug 26, 2021 |
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4. Rethink: Brick and Mortar vs. Remote
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Aug 12, 2021 |
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3. Rethink: Human vs The Robo-Advisor
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Jul 30, 2021 |
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2. Rethink: Financial Advice vs. Sales
|
Jul 15, 2021 |
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1. Rethink: Change is Coming
|
Jul 01, 2021 |
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Coming Soon
|
May 28, 2021 |