Rethink. Financial Advice
H. Adam Holt, CFP and Derek N.H. Notman, CFP
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.
Episodes
Mentioned books
Aug 12, 2021 • 41min
4. Rethink: Brick and Mortar vs. Remote
The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push. The way you respond to the change is going to set you apart from the other advisors that are doing the same thing. In this episode, Adam Holt & Derek Notman discuss … Continue reading 4. Rethink: Brick and Mortar vs. Remote → Hosted on Acast. See acast.com/privacy for more information.
Jul 30, 2021 • 37min
3. Rethink: Human vs The Robo-Advisor
Technology is changing. It is adapting and doing things that were once never thought possible. So, that brings us to this question – who is going to win? The Financial Advisor or the Robo-Advisor? In this episode, Adam Holt & Derek Notman go into detail about how robo-advice is changing the financial industry, and how … Continue reading 3. Rethink: Human vs The Robo-Advisor → Hosted on Acast. See acast.com/privacy for more information.
Jul 15, 2021 • 30min
2. Rethink: Financial Advice vs. Sales
Are you an advisor who sells, or a salesperson who advises? Making that distinction is absolutely vital for you as someone working in the financial advising industry. In this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about … Continue reading 2. Rethink: Financial Advice vs. Sales → Hosted on Acast. See acast.com/privacy for more information.
Jul 1, 2021 • 27min
1. Rethink: Change is Coming
It’s time to rethink what it means to be a financial advisor in the 21st century. Advisors and clients want something more, join us as we examine and pick apart the status quo and question everything. Introducing Rethink: The Financial Advisor Podcast In this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The … Continue reading 1. Rethink: Change is Coming → Hosted on Acast. See acast.com/privacy for more information.
May 28, 2021 • 1min
Coming Soon
Hosted on Acast. See acast.com/privacy for more information.
