Rethink. Financial Advice

Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

Wed, 02 Jul 2025 12:00:00 GMT

What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice.

From artist to industry leader, Lelané shares a fresh, no-nonsense take on why financial advice must stop being about pushing products and start being a lifelong partnership rooted in purpose, transparency, and empathy. Think "tour guide," not "trinket peddler."

Whether you're an advisor ready to ditch the sales-first mentality or just curious about how values-driven advice can shake up a whole profession, this episode is a wake-up call from the other side of the world — and yes, it includes Ubuntu.

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Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

Wed, 30 Apr 2025 12:00:00 GMT

Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech?

In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.

Brian discusses:

How advisors need to ask questions about integrations
The perception that integration is a requirement
The importance of training on tech for the entire team
Selling through education and problem solving
The failure to serve the average American customer in a profitable manner
And much more!

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About Our Guest:

Brian McLaughlin is the nicest fintech founder! Recently retired possibly the most influential fintech executive with Redtail’s 130K advisors and then Orion Tech. Two plus decades of experience and insights and a dog lover, what else can you ask for?

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Why advisors are failing at organic growth featuring Joe Duran

Wed, 26 Mar 2025 12:00:00 GMT

Why are advisors failing at organic growth?

In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.

Joe discusses:

Organic growth versus consolidation
How we need to get back to sales and training the next generation of advisors how to do it
The low percentage of time advisors are focused on sales
PE’s role in growth
And more

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About Our Guest:

Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.

In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.

Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals.

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Invest in conversations before technology featuring Derrick Kinney

Wed, 26 Feb 2025 13:00:00 GMT

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 pitch
Creating focus time and disconnecting from digital
Focusing on less technology and more conversations
Getting clear on what problem you solve and who you solve it for
And more

Resources:

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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.

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TradePMR's Product Vision for Advisors featuring Jon Patullo

Fri, 24 Jan 2025 14:50:34 GMT

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 architecture
AI supporting Advisors
TradePMR’s acquisition by Robinhood and the future of human advice
Leveraging open APIs from vendors to drive innovation
The speed of AI and how if you don’t pay attention you will be left behind
And more

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Organic growth, investors, and exits with Abby Salameh

Fri, 20 Dec 2024 12:00:56 GMT

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 burdens
The $30 trillion wealth transfer to women
The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
AI's potential impact on marketing and operational efficiency
And more

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Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

Mon, 09 Dec 2024 15:00:06 GMT

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 advice
The error of neglecting life insurance
The complexity of insurance products
Regulatory & Market issues
The Consumer Disconnect
Advice for improving our Industry
Recommendations for Financial Planners and AUM RIAs
And more

Resources:

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Connect With Tony Steuer:

Follow Tony on LinkedIn
Join Tony’s Money Club on his website
Buy Tony’s Book: Questions and Answers on Life Insurance

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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.

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Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

Wed, 02 Oct 2024 11:30:31 GMT

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 shareholders
The Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymore
Altruist ideals vs. Human self interest on a global scale
Limited liability is the root cause of removed responsibility (protection from personal responsibility)
And lots more!

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Advice Mindset - Purpose and Principles featuring Breanna Blaney

Wed, 10 Jul 2024 12:39:05 GMT

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 everything
Customer experience
Empathy
Money, stress, and wellness
Investor behavior and fear around money and how it relates to returns
What are clients willing to pay for?
How our self worth is tied up in money
Your and your clients money mindset
How to change peoples lives and drive better outcomes
And lots more!

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The Evolution of Financial Education Featuring George Nichols III

Mon, 20 May 2024 12:00:37 GMT

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 & want
How we need to do a better job paying attention to what clients want and need and delivering on them
The trend of more successful advisors
The transfer of wealth opportunity/challenge
Time to Rethink the commission and incentive structure
The industry needs to speed up to meet the expectations of the client
The American College of Financial Services partnership with Couplr AI
And lots more!

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Client Engagement vs. Satisfaction featuring Ashley Quamme

Wed, 08 May 2024 12:00:09 GMT

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. engagement
The knowing/doing gap
Advisors being in the relationship business but not getting formal relationship training
How to build relationships with under engaged spouses
Communication and rapport building and setting the expectations up front
Looking in the mirror to better serve your clients
And lots more!

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Are your estate documents in order? Featuring Cody Barbo

Wed, 03 Apr 2024 12:20:57 GMT

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 planning
Estate planning is an Everybody problem
Wealth Transfer - a huge opportunity for estate planning
Expanding your services
Do 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!

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Financial Advice in the convenience economy featuring Jamie Hopkins

Wed, 20 Mar 2024 12:43:48 GMT

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 confidence
Convenience economy over experience economy
RIAs should not try to solve ALL problems/needs - do it, buy it, outsource it
Digital assets conversation - value add
And lots more!

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The Struggles of Being a Dadpreneur

Wed, 28 Feb 2024 12:00:49 GMT

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 entrepreneur
The 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 Dads
Insights from OG REBL Dad Sir Richard Branson
And lots more!

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Do you have partners or vendors? Featuring Brad Johnson

Thu, 25 Jan 2024 13:00:55 GMT

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 product
Why 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 with
The definition of success for Financial Advisors is broken. “Redline behavior burnout” is celebrated which is so messed up, an “entrepreneurial lie”
And lots more!

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Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris

Mon, 18 Dec 2023 12:00:20 GMT

What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill also unveils his new book, which simplifies tax strategy for investors. Join us for this one of a kind conversation!

In this episode Bill, Adam and Derek chat about:

How the industry is stuck in the past using outdated technology
The entire business model can be revolutionized
Replacing manual intervention with technology
How Advisors should be doing the things a client isn’t forced to do
Advocating for tech within your firm and actually using it
Changing the pace of your practice with technology
A greater digital/virtual experience
Bill’s new book, Investment Tax Guide

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Client Engagement Is the New Alpha Featuring Craig Martin

Wed, 29 Nov 2023 14:53:22 GMT

What’s the best way to add alpha to your practice?

Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.

In this episode Craig, Adam and Derek chat about:

Evolving Financial Advice and Client Experience
Financial Advisors' Value Demonstration Challenges
Technology's Role in Financial Advice Evolution
Digital Advice Preferred, Human Advice Still Needed
Technology's Impact on Financial Services Client Interactions
Enhancing Client Interactions: Tech and Communication Strategies
Data-Driven Client Engagement Strategies
And actionable steps you can implement today!

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The Age of Digital Intimacy featuring Jason Pereira

Wed, 08 Nov 2023 13:19:01 GMT

How digitally intimate are you with your potential and current clients?

What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go!

In this episode Jason, Adam and Derek chat about:

Digital Engagement in Financial Advice
The need for better digital engagement with clients
Using diversification to reduce your earning risk, and conflicts of interest, as an advisor
The shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needs
Digital Engagement: Transparent, Visual, Efficient
The Future of Financial Planning: Collaboration and AI
Documenting Processes and Modern Client Experience
Trust, Alignment, and Digital Intimacy in Advisor-Client Relationships
And more!

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Insights from an outsider turned industry insider featuring Eric McDermott

Fri, 27 Oct 2023 13:23:34 GMT

The outsider that became an insider

Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe there are things we can do better or differently. Join us as we unpack this and other Eric-ism’s in this fun and thought provoking episode.

In this episode Eric, Adam and Derek chat about:

Transplants from other industries see more clearly
Two camps of biases both built around products
Using diversification to reduce your earning risk, and conflicts of interest, as an advisor
How the Compensation issue can be solved by Diversification
How the solopreneur is an endangered species
Becoming compensation agnostic to be able to offer Financial Advice 1.0, 2.0, 3.0.
And more!

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Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren

Wed, 27 Sep 2023 11:00:17 GMT

Who’s better equipped to serve clients; independent financial advisors or large established companies?

With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.

In this episode Richard, Adam and Derek chat about:

Planning is critical for the market
Automating to get speed to market
Tech ignorance is a career warning light
Tech still has no empathy
Goldman Sachs as a Service (GSaaS)
The similarities between military planning and financial planning
The enemy always gets a vote
And more!

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Why Blackrock is investing in Human Advice featuring Liz Koehler

Wed, 13 Sep 2023 12:24:58 GMT

Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?

With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.

In this episode Liz, Adam and Derek chat about:

The growing importance of human and personalized advice
The need for the human touch is growing
Why empathy, active listening, problem solving and expertise in new areas like family dynamics and teaching teams is so important
Developing people and talent on both a personal and professional level
What Liz and her team are seeing and learning from working with thousands of top producing advisors across the country
The need to evolve your approach for the client of tomorrow
The growing expectations of clients
And a lot more!

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Stop forcing advisors to be technologists! Featuring Marc Butler

Fri, 18 Aug 2023 16:54:50 GMT

Is tech actually helping societal well-being?

With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for over 45 million Americans and all the talk about AI in the wealth management space we were really keen to answer this question. Join us as we speak with industry and fintech veteran, Marc Butler, who was doing wealth tech before it even had a name, as we chat about the the use and importance of tech when it comes to the financial well-being of society on a whole.

In this episode Marc, Adam and Derek chat about:

The enormity of the underserved markets
401k millionaires (or lack there of), running out of money, and how tech can help advisors help more people
A boots-on-the-ground example of a potential retirement crisis for millions of people
Advisors don't sign up to become technologists
Is AI going to support or compete with Financial Advisors?
What will be the regulatory response to AI advice, written, data security?
What are the best use cases for GPT impact to advisors for now or in the future?
And more!

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Scaling Financial Advice 3.0 Featuring Michael Lecours

Fri, 04 Aug 2023 12:28:56 GMT

Are financial advisors unknowingly committing malpractice?

How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.

In this episode we discuss:

Bedside Manner and Malpractice, Doctors leaving the clamp in the body.
Leveraging Processes despite our egos and familiarity with the job trying to get in the way
Scale - delegation requires process when the expert is busy
Showing our value in a competitive market/transparent at scale
Advisor 3.0-... An Aspirational shift
Financial Services 1.0. Agents and Reps: Solution sales with needs analysis
Financial Planning 2.0. Product led Financial Planners (sales enablement) and Advisers
Preventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactive
The shift to multiple review meetings to spread out the focus over time

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What is your Financial Religion? Featuring Josh Curtis

Wed, 12 Jul 2023 11:00:03 GMT

Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as we dive into financial religion with special guest Josh Curtis who shares his experience of growing up in a cult and its many similarities to the financial services world. A thought provoking conversation sure to have you rethinking your own financial religion.

In this episode Josh, Adam and Derek chat about:

Financial cults and why do they exist?
Stigmas associated with the different financial religions
Fee only vs. flat fee vs. commission vs. captive - which religion is best?
Fighting between different religions
Can a financial atheist provide long term value to clients?
The importance of belief systems
Leading with advice and connecting on a human level means listening first while not putting your beliefs on others
The important differentiation between Educating and Serving clients
Can you find principles to live by, just like in religion, and then serve others to live those principles?
And lots more!

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The biggest challenge facing wealth management with Derek Notman and Adam Holt

Wed, 28 Jun 2023 14:02:49 GMT

What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 different thought leaders what they think the biggest challenge is and what they’re doing to overcome them. From bringing in the next generation of advisors to financial literacy we dig into the brilliant insights of our guests in this fast paced conversation to mark the release of our 50th episode of Rethink!

In this episode Adam and Derek speak with 10 thought leaders during the WealthStack conference and chat about:

Bringing in new talent
Deepening client relationships with Alternatives
The importance of a holistic peace of mind process
Distribution planning
A lack of financial education
Paying more attention to the digital client experience and AI
Mentorship programs
Accessing your data
Realtime Wealth Management
Differentiation as an advisor
And lots more!

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Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman

Wed, 14 Jun 2023 11:58:09 GMT

Why is the financial services industry always slow to innovate?

Bob in Idaho recently asked us via a community question “Why is it so hard for new innovation to break into enterprises?”. Given our background as practicing financial advisors who became fintech CEOs we jumped at the chance to have a conversation about innovation in financial services to share our experience or should we say trials & tribulations when it comes to helping an old industry and profession innovate at a faster pace. It can be frustrating as a financial advisor wanting the newest and best tech. It can be frustrating as a fintech CEO to get your solution adopted by enterprise partners. Join us to learn what it’s really like when trying to innovate in our industry.

In this episode Adam and Derek chat about:

How moving fast is hard in an established superstructure given the built bureaucratic processes to ensure safety of the overall firm
What motivates enterprises to bring in new innovation?
The disruption of tech/event by competitor and out innovating them
Recommendations from the Trusted Consultant - says you have to do this or else!
What new leadership did it at their last firm (change management)
The field force is measurably demanding at volume
An influential group in the org is demanding it (management, compliance, etc. )
The power of innovation sandboxes like Mass Challenge, Fintech Incubators, and Innovation teams
Change management requires getting momentum with people
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Overcoming Financial Vulnerabilities featuring Michael Liersch

Wed, 31 May 2023 13:44:49 GMT

Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life goals we have to help them break through any vulnerabilities they may have when it comes to their money. Join us as we speak with special guest Michael Liersch as we muse about how difficult it is to talk to clients about their money and how to connect it with great advice engagement and ultimately product placement.

Michael, Adam, and Derek chat about:

Vulnerability of financial conversations (shame/embarrassment/hiding/discomfort/confidence/bias/fear)
The role of deliberative thinking and the important role advisors play
The best definition of what an advisor does for clients
A time tested repeatable process
Speaking a language clients can understand in jobs to be done
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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The Future of Agency Featuring Mark Pfaff

Wed, 24 May 2023 13:56:12 GMT

Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in the future. Mark Pfaff started as an agent at New York Life Insurance Company, worked really hard, and ultimately climbed the ranks to become Executive Vice President in charge of Agency. If there ever was someone who could give us an idea of where the industry has been, where it's going, and how to help both consumers and advisers thrive, Mark Pfaff is definitely on the short list.

Mark, Adam, and Derek chat about:

The insatiable marketplace for the work & products financial advisors provide - need for planning is greater than it’s ever been
3 Things Advisors, Companies, and both together don’t see coming
Where are advisors in their career and how to they adjust/pivot given the changing world we’re in?
How and where do advisors upgrade their skills?
Companies - how do you bring in, comp, and train new advisors in the numbers needed to have a future generation of advisors?
How does a company navigate the best tools for their field force?
Needs to be better synergy between HO and field to find the best tools to empower advisors
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Communicating your higher calling featuring Chuck Garcia

Wed, 03 May 2023 13:45:35 GMT

How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when we seek to understand ourselves and those we are talking with. Join us as we chat with master communicator Chuck Garcia who spent many years on Wall Street as well as leading communications for global companies like Bloomberg. Chuck tells us how what happened on 9/11 changed his life and his journey as a mountaineer that helped him find understanding. Learn how to become a better communicator with not just your clients, but friend and family too.

Chuck, Adam, and Derek chat about:

How you can't change the circumstances in front of you, but you can change yourself
How most people don't really understand "financial advice" and the importance of educating before advising
Slowing down to seek understanding and that you don't have to agree, or get louder, to have an understanding
Communicating your higher calling as a financial advisor with your clients
Gratitude for life, experiences, and survival
And a lot more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)

Wed, 19 Apr 2023 06:04:29 GMT

We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is global in nature and arguably one of the most diverse given his extensive travels around the world to see what people are doing, (or not), in our industry. Join us as we chat with futurist Ian McKenna and discuss the future of financial advice delivery and what advisors need to think about to stay relevant today.

Ian, Adam & Derek discuss:

One of the hardest things an advisor needs to do is help clients visualize the lifestyle their preparing for (VR can help do this very easily)
A lot of advisors and the companies they represent are not adapting their commercial models to stay in business 5-10 years from now - it’s time to consider reinventing how we charge clients (especially the younger generation)
why is the US life insurance industry is 40 years behind the rest of the world
A symbiotic relationship between regulation and tech needs to exist to really achieve the highest levels of regulation with the latest tech
Amazon insurance already happening in UK (we discussed this over a year ago, it’s coming to a computer near your clients)
AI financial advice will be here in less than a decade AND using VR Glasses
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)

Wed, 05 Apr 2023 12:53:21 GMT

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The advice & investment management industry & profession is at a pivotal point since they are fungible and hard for consumers to differentiate one advisor from another. There’s no longer an easy button for advisors to say they're a fiduciary, etc. to differentiate themselves. Join us as we discuss this and more with special guest and marketing expert Samantha Russell.

Samantha, Adam & Derek discuss:

The pivotal moment for our industry
How there are lots of gaps on what clients are getting versus what they are looking for and expecting
What about your business is marketable?
Why Health & Wealth content is so much more interesting and consumable content for people than market updates
Bringing a more sensory experience to your clients with their money
Being the Canyon Ranch of financial wellness for your clients
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43

Wed, 22 Mar 2023 14:04:00 GMT

Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had no formal financial education. But there are positive shifts happening towards behavioral finance that are helping people with their financial well-being. Join us as we chat with recovered financial advisor turned certified financial coach Catherine Morgan to learn more about how you can incorporate financial wellness into your business and that is should be the starting point, not the end goal for you and your clients.

Catherine, Adam & Derek discuss:

Catherine’s own personal trauma with money and a lack of financial wellness
How financial advisors don’t need to be therapists but do need to listen and bring awareness to help unlock conversations that will help their clients really connect with their money, clients will remember how you made them feel
Bringing a more sensory experience to your clients with their money
How Money is a mirror of the relationship we have with ourselves
The importance of helping clients feel safe and secure in their here and now, not just pushing happiness into the future
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Advisor-First vs. Firm-First Mentality Featuring David Karr Episode 42

Wed, 08 Mar 2023 13:01:01 GMT

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors, David Karr. We dive into advisor-first mentality vs. firm first mentality, what the future holds for our profession with insights from the home office, and the increasing demand for great advisors and what companies like Equitable are doing to attract and support them.

David, Adam & Derek discuss:

How strong advisors that are really connected to their clients hold all the cards
Clients have never had higher expectations from their advisor
A great deal of support and infrastructure is needed for advisors to thrive, how are advisors going to put together their people, process, and tech?
The holistic approach is how we best serve our clients and advisors (life coaching program partnership between Equitable and Columbia university)
Recognizes the expectations of end consumers as the key: Regular and frequent basis for communication
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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The News Hidden Behind the Headlines featuring Cindy Taylor Episode 41

Wed, 22 Feb 2023 12:03:09 GMT

The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41)

Summary:

What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular trends often hidden the curtain of hot topics and headlines. Join us as we speak with industry news & media veteran Cindy Taylor and dive into what she’s seeing behind the curtain. Something can be learned from the trends people like Cindy see that gets lost in the media snippet and myopic channel following that we wanted to rethink.

Cindy, Adam & Derek discuss:

Curated media and the filter content goes through
The importance of integrated tech stacks message not being heard
Media training for advisors is underplayed
Follow more than one media outlet for diversity
The importance of honing your personal communication skills
No one wants to say “Recession” but there are both pressures and opportunities for advisors
Crypto isn’t dead but advisors are still choosing to stay uninformed on the topic
Product/investment fees no one wants to talk about
And lots more!

Resources:

Connect with Cindy on LinkedIn

Check out Digital Wealth News (Dwealth)

Check out Fintegration consulting services

Follow RethinkFA on LinkedIn

Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

Schedule an Asset-Map Demo

support@asset-map.com

www.Asset-Map.com

Connect With Derek Notman:

Schedule a Call with Derek

www.Conneqtor.co

LinkedIn: Derek Notman

LinkedIn: Conneqtor

Twitter: Derek Notman

Facebook: Conneqtor

YouTube: Derek Notman

Publishing Tags:

Rethink, The Financial Advisor Podcast, Financial Advisor, Marketing, Future of Fintech, Money, Future, Design, Fintech, AdviceTech, Work-Life Balance

Hosted on Acast. See acast.com/privacy for more information.

Are you ready for a global financial disruption? Featuring Evelyn Jacks

Wed, 08 Feb 2023 11:00:40 GMT

Have you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising interest rates, fallout from covid/remote work, an aging population, falling tax revenues, global unrest, wage pressure, cost of eggs, political unrest, wars, famine, avian flu, ChatGPT, the list goes on! Join us for an insightful discussion with Evelyn Jacks on how to best position & prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.

Evelyn, Adam & Derek discuss:

Holistic disruption - clients are concerned about losing their wealth and need someone to tell them it’s going to be OK
How prepared are your client’s terminal net worth statements, especially when it comes to fees, taxes, and inflation?
Real wealth management - sustainable wealth across generations
Being more multidisciplinary with your team and CE to better serve clients
“Do not expect today’s success to make you successful in the future”
Keeping up with change, digitization, business model evolution, etc. or becoming irrelevant
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Price Trumps Niche for Firm Growth featuring Angie Herbers - Episode 39

Thu, 26 Jan 2023 11:30:52 GMT

You’ve been told to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price/value to grow your firm. Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!

Angie, Adam & Derek discuss:

What happens when your clients don’t want all their money with one advisor?
Following talent trends, more advisors are becoming specialists instead of generalists.
Price is a leading indicator of firm growth; niche is your lagging indicator.
To grow consider not niching but lowering your prices or even delivering something for free.
Startup mentality to grow your firm.
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Is asking for referrals lame?! featuring Libby Greiwe

Wed, 11 Jan 2023 14:30:14 GMT

Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals flow naturally to you? Listen to Libby Greiwe as she tells us how she built a 7 figure practice with only one advisor, herself, and a small support team and how she did it by not asking for referrals. A fun, high energy conversation with some great tactical tips on how to grow your business.

Libby, Adam & Derek discuss:

How to identify mentors and/or advisor practices you would like to learn from
Growing up as an advisor in the world of everyone being fat, bald, and 50
The one constant for our profession is change so don’t be worried about it, but embrace it
Be your authentic self and don’t just latch on to the latest “type of advisor” fad. There are people out there that want to work with you they way you want to work
How we underthink our own value but overvalue our tech
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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What did we learn in 2022?

Sun, 01 Jan 2023 11:00:52 GMT

Zoom! What was that? That was 2022 my friend! What, it’s already over? Yup. Can I get another? Nope, but we can learn from 2022 to make 2023 even better!

24 episodes published in 2022, wow! One of the best ways to grow is to reflect (rethink) what we’ve learned over the last year and distill it all down to actionable items we can work on moving forward.

In this fun & fast paced episode we cover the guests and "mic drop" learning moments from 2022 to help you Rethink your year and hopefully provide you some tactical points you can use to thrive in the New Year.

Mentorship, community, leadership, friendship, entrepreneurship, humanity, and humility. All core to our mission at Rethink as we strive to drive our profession & industry forward.

Adam & Derek discuss:

A recap of our 24 episodes from 2022
24 “mic drops” or “Rethinks that you can use to grow
Fun, laughter, and genuine mentorship
What we learned personally
And lots more!

Connect With Adam Holt:

Connect With Derek Notman:

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Overcoming the Tyranny of the Urgent with Rich Campe

Thu, 22 Dec 2022 13:26:02 GMT

Overcoming the Tyranny of the Urgent featuring Rich Campe (Ep 36)

Summary:

Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe who’s inner circle advisor coaching group has logged over 5 million hours coaching financial advisors on how to be their best. All too often advisors get stuck in putting out fires and focusing on the urgent instead of implementing systems and processes so they can truly grow. There’s more to growing an advisor practice than putting out that one fire today….

Rich, Adam & Derek discuss:

Planting for 10,000 beans - working on your business instead of in it
Taking pause and figuring out what you truly want in life and not just going for going’s sake.
Creating an experience beyond yourself
How ideal clients leave clues to what is truly important to them
How to use lagging & leading indicators for growth
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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"Does your advice suck?" Featuring Carl Richards

Thu, 08 Dec 2022 12:22:08 GMT

“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right? Are 30-year retirement projections a righteous trick? Are financial professionals even listening? Join us for this fun, cheeky, and insightful chat featuring Carl Richards’ insightful commentary on the state of the advice profession.

Carl, Adam & Derek discuss:

How Carl got into the financial industry by mistake
What is a real financial planner?
The neverending alignment of your use of capital (time money energy and attention) with what’s important to your clients = real financial advice. Everything else is a righteous trick.
Real financial advice is under no threat of fee compression or going away. Being more human = solution to perceived threat
How to be curious longer to give better advice/solutions.
Are your clients climbing the wrong ladder?
And lots more!

Resources:

Connect with Carl on LinkedIn
Check out the Behavior Gap website
Buy Carl’s books: “The Behavior Gap” and “The One-Page Financial Plan”
Follow RethinkFA on LinkedIn
Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

Connect With Derek Notman:

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The Secret to Financial Advisors & CPA Collaboration Featuring Paul Saganey

Wed, 23 Nov 2022 11:00:23 GMT

FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before it was mainstream and pioneered the CPA partnership model that has significantly contributed to his firm’s growth. Paul’s firm Integrated Partners is one of the fastest organic growth RIAs in the USA. Learn what Paul and his team are doing to achieve this growth and how they have mastered the FA/CPA partnership for collaborative advice and serving HNW clients.

Paul, Adam & Derek discuss:

Why your clients’ timeline is more important than your own
How to use your “VCR” for growth
The importance of having a 25 year plan
How to change your approach to succession planning
How to form relationships with CPAs to double your practice without doubling your client count
How building a financial services dream team is a lot like Dungeons & Dragons!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Are financial professionals stuck between self-interest and best interest advice? featuring Amit Dogra

Wed, 09 Nov 2022 11:00:10 GMT

Amit Dogra is nothing if he isn’t passionate! For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s led him to some strong beliefs on how we can improve our profession. Join us for a fun and passionate conversation!

Amit, Adam & Derek discuss:

Why advisors are leaving mainstream firms in record numbers
How advisors need to up their marketing game
Why a Virtual/Remote presence is so important and the future of the profession
How to attract new advisors into the industry with Brain Incentives
Why most Succession Plans are just AUM Grabs
Advisors are Entrepreneurs
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Are financial advisors gifting dummies? Featuring Joe Fischer

Wed, 26 Oct 2022 10:00:37 GMT

Summary:

Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.

Joe, Adam & Derek discuss:

Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur
Why being intentional is so important
How to think strategically about building a scalable gifting system that’s as automated as possible
Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform
A special discount for financial advisors to use Greetabl
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Is financial advice an Industry or Profession?

Wed, 12 Oct 2022 10:00:22 GMT

Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn. Kobus is well respected not only in his homeland, South Africa, but globally as a professional driving advisors forward. A big part of this is his mission to help transform our industry into a profession. Learn more about why this is so important and also how he is all-in with being a Virtual advisor and how he did it in 100 days!

Kobus, Adam & Derek discuss:

How Kobus got started
His addiction to South Africa
Why it’s vitally important for advisors to shift from being in an industry to embracing our profession
His experience with the pandemic and how he used it to transform his business to that of 99% virtual while traveling the world

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

Hosted on Acast. See acast.com/privacy for more information.

Cut the Tie! Is Advisor Attire dated?

Wed, 28 Sep 2022 22:34:47 GMT

Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful? Join Adam & Derek as they discuss the history of advisor attire and how it’s not like the past anymore. A fun chat that stemmed from a viral LinkedIn post where Derek cut his tie off and even got Sir Richard Branson to comment!

Adam & Derek discuss:

Stories from the past
The acceptable norm -what we used to wear and what we wear now
Viral LinkedIn post on cutting a neck tie off
How you dress says something about you
How being authentic and stating a position that can be debated is great for marketing and brand building
How being genuine is what people really want over nice clothes and flashy toys
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

Publishing Tags:

Rethink, The Financial Advisor Podcast, Financial Advisor, Marketing, Future of Fintech, Money, Future, Design, Fintech, AdviceTech, Work-Life Balance

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Is the USA still number one in financial advice? Featuring Bekithemba Mafulela

Thu, 15 Sep 2022 11:35:30 GMT

There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right time for the right reasons. It can be argued that the USA has led the global industry & profession but perhaps this is not the case anymore.

Adam Holt & Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation & EB Distribution at Momentum in South Africa. Beki has been in the financial advice space for over 20 years and shares his perspective on the changing financial advice landscape in SA and globally. Beki is currently transitioning into his next endeavor to help drive our industry forward. This podcast episode represents Beki’s personal views and not those of Momentum.

Beki, Adam and Derek discuss:

Changes driven by client needs and regulation
New client expectations out of technology advancement
Advisors needing to future proof their value proposition and stay relevant
Advisors should be upskilling their technical advice skills (CFP certification) but also their digital marketing skills to stay top of mind.
The massive void and opportunity created by advisors only focusing AUM fee schedules.

Resources:

Follow RethinkFA on LinkedIn

Connect with Bekithemba Mafulela

Connect With Adam Holt:

Connect With Derek Notman:

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Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]

Wed, 07 Sep 2022 18:51:25 GMT

How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as they debate this question and hear from two expert guests that share some timely advice on how advisors can support their clients into living a meaningful life post 65. It’s more than just AUM and distribution planning but a comprehensive “relationship” model to truly support your clients throughout their retirement life & health spans. Jump in and listen to learn and take your practice to the next level!

Adam, Derek, Keena, and Dorothy discuss:

Healthspan vs. Lifespan awareness
Advisors should rethink the post 65 demographic as a profitable business niche
The challenge & opportunity to grow AUM for clients in the distribution phase
Do more than just “investments” for the 65+ demographic
Change your question from “how many years left do I have to do X” to “how many more times do I have to do X?”
Relationships over AUM lead to a profitable business

Resources:

Follow RethinkFA on LinkedIn
Connect with Keena Pettijohn on LinkedIn
Connect with Dorothy Hinchcliff on LinkedIn
Check out LifeLogixs
Check out Rethinking 65

Connect With Derek and Adam:

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Relatability as a Growth Strategy featuring JR Gondeck

Wed, 24 Aug 2022 10:14:20 GMT

“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower to be more balanced with a diverse team of 50/50 female and male, they speak multiple languages and have a thoughtful age range of advisors to be relatable to their customers and stakeholders..

Listen as JR shares his journey as an advisor and how they have thrived by rethinking how to build a diverse practice that is able to truly relate to their clients in ways that a lot of firms haven’t been able to do.

Jump in and listen to how JR and his team have taken family (wealth/financial) planning for their clients to a new level by having male & female advisors support their clients and open up important conversations that typically may not be comfortable enough to have.

Adam, Derek, and Travis discuss:

JRs transition from transactional to planning based
JRs “giving up to grow” philosophy and embracing internships to grow
Thoughts on transparency, health, and balanced schedules while promoting health throughout the team
JRs thoughts on crypto
“It’s hard for two dudes to do that”...
America’s Got Talent and Derek singing in the shower…

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

Hosted on Acast. See acast.com/privacy for more information.

Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry

Thu, 11 Aug 2022 19:48:57 GMT

Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s “the way it’s always been done.” But this doesn’t have to be the case.

In this episode, Adam Holt & Derek Notman dig into work-life balance with special guest Dr. Travis Parry. Travis is a recovered financial advisor who has turned his professional and personal experiences into a thriving business to help financial advisors scale their business while also realizing an amazing balance.

Jump in and listen to the tragic event that Travis went through and how he turned it and his life into an amazing example of how to be successful without sacrificing your sanity!

Adam, Derek, and Travis discuss:

Travis’ personal & professional journey
Mistakes advisors make
Actionable tips to achieving better work-life balance
The “ego bomb” problem
And a ton more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Are the Right People Building Fintech? (Ep 25)

Wed, 20 Jul 2022 10:00:49 GMT

It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives. The highest adopted tools today are being brought to market by professionals who solved a niche problem for themselves.

In this episode, Adam Holt & Derek Notman dig into the shapers of the future of fintech. Adam and Derek share their personal experiences of starting Fintech companies, from the first moment of realization that there was a problem to solve, through field testing and idea honing, right through to future proofing and wondering, what comes next?

Adam and Derek discuss:

Why adoption is the new innovation
Who is designing the solutions to financial advisors' problems?
Derek shares how Conneqtor went viral
Adam explains the problem he hoped to solve for himself with Asset-Map
How the best innovations come from field testing
Are all-in-one platforms going to solve all advisor problems?

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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Can you buy Marketing Success? With Megan Carpenter (Ep 24)

Wed, 22 Jun 2022 11:00:08 GMT

“There are some things that money can’t buy”. Is marketing success one of those things?

In this episode, Adam Holt & Derek Notman invite Megan Carpenter, CEO & Co-Founder of FiComm Partners into the Rethink tank. Megan discusses what the future of marketing could look like. Along with the importance of establishing a target market.

Megan discusses:

Why you can’t buy long term marketing success
The importance of finding your niche market
Her unique perspective on the advice market
Why marketing is the primary driver for organic growth
And more

Resources:

Connect with Megan Carpenter:

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Ask Us Anything – If You Could Start Over (Ep 23)

Wed, 08 Jun 2022 11:00:55 GMT

Regardless of our profession most of us at some point find ourselves asking the question:

If you could do it all again, what would you do?

In this episode, Adam Holt & Derek Notman chop it up in the Rethink tank by taking questions live from financial advisors on everything from mistakes made to what they would do differently if they re-started their career journey. Raw and unfiltered, don’t miss this fun conversation where you are sure to learn a thing or two.

Adam and Derek discuss:

The importance of building an online brand
Putting time and money into improving your business
The understanding of who your brand and ideal clients are
How pivoting to a remote work model improves productivity
And more

Resources:

Follow RethinkFA on LinkedIn

Connect With Adam Holt:

Connect With Derek Notman:

Hosted on Acast. See acast.com/privacy for more information.

Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)

Wed, 25 May 2022 11:00:09 GMT

Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’t as focused on being proactive when it comes to providing financial advice to their clients as we would like or expect. Some guidance is more relevant to times-of-life (think retirement, or college, or having a family), whereas others are driven by tax or legal deadlines.

In this episode, Adam Holt and Derek Notman are joined by Philipp Hecker, CEO of Bento Engine & Dr. Meg Lurtz, Ph.D. in Personal Financial Planning. They discuss the importance of being proactive in providing clients with financial advice.

Meg & Philipp discusses:

Being proactive with the timing of advice
Why more advisors are focused on leading with advice than selling products
The Jerry Maguire standard of care for clients
And More!

Connect With Philipp Hecker:

Connect With Dr. Meg Lurtz:

Connect With Adam Holt:

Connect With Derek Notman:

YouTube: Derek Notman

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Are you a Fake Fiduciary with Tom Hegna (Ep 21)

Wed, 11 May 2022 11:00:36 GMT

Are you a fake Fiduciary? The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it? In this episode, Adam and Derek are joined by Tom Hegna. One of the most prolific industry speakers, Tom is considered by many an expert in Retirement Income and Security common sense! He sheds some light on the irony of the current attitudes towards “fiduciary” and sees a huge hole in most professionals' stories.

Tom discusses:

Where the financial service market is currently at
Why Fake Fiduciaries don’t look out for their client’s best interest
Addresses why advisors survive less than 5 years in the insurance industry
The Importance of knowing the product you’re promoting at the right time
And More!

Resources:

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About Our Guest:

Tom is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!

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The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)

Wed, 27 Apr 2022 10:00:54 GMT

Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available. And yet, advisors are telling us that they’re using legacy tools that are 5, 10 and 20 years old. Consider how this complacency is going to snowball as we move into digital-first consumer expectations. In this episode, Adam & Derek welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Nitrogen, formally known as Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken. We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.

Aaron discusses:

The only strategy where human advisors beat robo advisors
The importance of discussing risk with new and current clients
The importance of finding the right tech, not all the tech
The number of important insights that are only one-tech integration away
And more

Resources:

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About Our Guest:

He is husband to Cacey Steward Klein, and dad to Spencer (born in South Korea), and Emma and Teddy (born in Ethiopia). Aaron and Cacey cofounded Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia. Previously, Aaron was elected as a Sierra College Trustee three times and served from 2004-2016. He consistently gives his PR people heart attacks by tweeting at @AaronKlein.

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Surviving the (Digital) Tsunami With Jason Wenk (Ep. 19)

Wed, 13 Apr 2022 11:00:20 GMT

A digital tsunami is coming. This is your warning!

The major changes that are coming to the financial (digital) advisor are going to be disruptive in ways we've never seen before.

Adam Holt & Derek Notman welcome Jason Wenk, CEO and founder of Altruist, into the Rethink Tank to discuss the technology revolution and its inevitable impact on the financial advice market.

Adam, Derek, and Jason discuss:

The inevitability of a digital revolution in the financial advice industry
How to navigate the transfer of wealth to the next generation
What it will mean to reinvent and spin up the flywheel, Amazon style.
Transparency and putting prices on your website
And more

Resources:

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Connect With Jason:

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About Our Guest:

Jason Wenk is a serial entrepreneur, fin-tech executive, writer, math geek, financial advisor (RIA), and investment systems developer. He is the founder of Altruist, the first fully-integrated digital brokerage platform for financial advisors, and FormulaFolios, a quantitative investment research firm.

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Building a Social Media Following With Devin Banerjee of LinkedIn (Ep. 18)

Wed, 30 Mar 2022 11:00:59 GMT

As a financial advisor, does the number of followers you have on social media matter?

Well, if you’re trying to grow your advising business, the more people who hear your authentic voice the better, right? And, when it comes to social media, the growth potential is truly unlimited.

But how do you start to build a following? What about compliance?

In this episode, Adam Holt & Derek Notman are joined by Devin Banerjee in the Rethink Tank. Devin is the Editor at Large for business and finance at Linkedin. Together, they Rethink why having a following is so important for financial advisors and how you can start to build a following.

Devin discusses:

The ability of technology to elevate human service
The three major trends impacting the financial advisor market today
The ABCDE framework for content creation
Getting your authentic voice out there collaboratively with compliance
And more

Resources:

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Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)

Wed, 16 Mar 2022 11:00:38 GMT

Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.

In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.

Joe Jordan discusses:

The power in taking a client-centric approach
The advisor evolution from a sales culture to a service culture
The importance of taking a story-first approach in advising
The value in helping your clients find vocation in retirement
And more

Resources:

Follow RethinkFA on LinkedIn
Joseph Jordan Stories (as mentioned in the Pod)

Connect With Joe Jordan:

Linkedin: Joe Jordan

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About Our Guest:

Joe Jordan, inspirational speaker, and behavioral finance expert is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

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The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)

Wed, 02 Mar 2022 10:00:24 GMT

Is it possible that the biggest influence on investor outcomes is their own behavior? How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoken. Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management. Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, a best-selling author and keynote speaker.

Daniel Crosby discusses:

How to quantify the value advisors have
The implications behavior has on financial outcome
The importance of trust in the financial advisor market
How to win by out-competing on the human side of money
And more

Resources:

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About Our Guest:

Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.

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Beyond Fiduciary featuring George Kinder (Ep.15)

Wed, 02 Feb 2022 10:00:44 GMT

What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam & Derek invite George Kinder to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.

George discusses:

Shares how he views the financial advice market today
Opportunities that advisors are missing in the financial space
Actionable steps that advisors can take to use unleash fiduciary mindset
How we can save the planet!
And more

Resources:

Follow RethinkFA on LinkedIn

Connect With George Kinder:

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14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith

Wed, 19 Jan 2022 11:00:02 GMT

The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending. With all of the effort placed on accumulation funding, the demographics of world population dictate that distribution planning will become the hottest topic in the next decade. Concerns about mortality, interest rates, inflation, dividend yields, real estate and … Continue reading →

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13. Rethink: Attracting Ideal Clients as a Thought Leader

Wed, 05 Jan 2022 11:00:34 GMT

Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader? In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) … Continue reading →

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12. 10 Things Advisors Shouldn’t Do (Just sayin’)

Wed, 22 Dec 2021 11:00:49 GMT

It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor. In this episode, Adam Holt & Derek Notman share a list of ten things … Continue reading →

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11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia

Wed, 01 Dec 2021 11:00:44 GMT

Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial mindset. Adam and Derek speak to their own experiences and discuss how an … Continue reading →

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10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks

Wed, 17 Nov 2021 11:00:25 GMT

A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination? In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, … Continue reading →

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9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces

Wed, 27 Oct 2021 10:07:58 GMT

As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”? In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to … Continue reading →

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8. Rethink: Paid vs Organic Digital Marketing

Thu, 07 Oct 2021 11:00:08 GMT

When building your marketing brand – what should you pay for and what should you not pay for? When you chose to get into the financial advice industry, marketing was probably the last thing on your mind, however, it is a critical part of your brand awareness today. In this episode, Adam Holt & Derek … Continue reading →

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7. Rethink: Marketing Vs. Prospecting

Thu, 23 Sep 2021 11:00:57 GMT

As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence? In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change … Continue reading →

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6. Rethink: Are You a Star Player or Team Coach?

Thu, 09 Sep 2021 11:00:22 GMT

On a sports team, every role is important to reaching a goal, and the financial space is no different. The question is, are you one of the star players or are you the head coach? In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you … Continue reading →

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5. Rethink: Financial Advice a Luxury or Necessity?

Thu, 26 Aug 2021 11:00:50 GMT

There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry? In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen … Continue reading →

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4. Rethink: Brick and Mortar vs. Remote

Thu, 12 Aug 2021 07:00:07 GMT

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 →

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3. Rethink: Human vs The Robo-Advisor

Fri, 30 Jul 2021 18:08:46 GMT

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 →

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2. Rethink: Financial Advice vs. Sales

Thu, 15 Jul 2021 07:00:37 GMT

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 →

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1. Rethink: Change is Coming

Thu, 01 Jul 2021 07:00:59 GMT

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 →

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Coming Soon

Fri, 28 May 2021 18:08:24 GMT

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Rethink. Financial Advice

Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

Connect With Lelané Bezuidenhout:

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Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech?

Brian discusses:

Why advisors are failing at organic growth featuring Joe Duran

Why are advisors failing at organic growth?

Joe discusses:

Invest in conversations before technology featuring Derrick Kinney

What do Life Planning and Dream of Freedom have to do with being a Fiduciary?

Join us as we talk about:

Resources:

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About Our Guest:

TradePMR's Product Vision for Advisors featuring Jon Patullo

Organic growth, investors, and exits with Abby Salameh

What’s your advisor Swan Song?

Resources:

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Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

Is Life Insurance a ripe opportunity for financial advisors?

Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

In this episode George, Adam and Derek chat about:

Resources:

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Advice Mindset - Purpose and Principles featuring Breanna Blaney

The Evolution of Financial Education Featuring George Nichols III

In this episode George, Adam and Derek chat about:

Resources:

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Client Engagement vs. Satisfaction featuring Ashley Quamme

What’s more important - Client Satisfaction or Client Engagement?

In this episode Ashely, Adam and Derek chat about:

Resources:

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Are your estate documents in order? Featuring Cody Barbo

Are your and your clients estate planning documents in order?

In this episode Cody, Adam and Derek chat about:

Financial Advice in the convenience economy featuring Jamie Hopkins

What is the convenience economy and why should advisors care?

In this episode Jamie, Adam and Derek chat about:

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The Struggles of Being a Dadpreneur

What is a REBL Dad? What are the struggles of being a dadpreneur?

Resources:

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Do you have partners or vendors? Featuring Brad Johnson

Should financial advisors expect more from the vendors they partner with?

In this episode Brad, Adam and Derek chat about:

Resources:

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Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris

What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?

Client Engagement Is the New Alpha Featuring Craig Martin

What’s the best way to add alpha to your practice?

In this episode Craig, Adam and Derek chat about:

Resources:

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The Age of Digital Intimacy featuring Jason Pereira

How digitally intimate are you with your potential and current clients?

In this episode Jason, Adam and Derek chat about:

Resources:

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Insights from an outsider turned industry insider featuring Eric McDermott

The outsider that became an insider

In this episode Eric,﻿ Adam and Derek chat about:

In this episode Eric, Adam and Derek chat about: