Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
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 Lela...
2 Heinä 202542min
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? In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of ...
30 Huhti 202547min
Why advisors are failing at organic growth featuring Joe Duran
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 Nitro...
26 Maalis 202539min
Invest in conversations before technology featuring Derrick Kinney
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 a...
26 Helmi 202537min
TradePMR's Product Vision for Advisors featuring Jon Patullo
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 a...
24 Tammi 202531min
Organic growth, investors, and exits with Abby Salameh
What’s your advisor Swan Song?In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and ...
20 Joulu 202432min
Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
Is Life Insurance a ripe opportunity for financial advisors? In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might...
9 Joulu 202437min
Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15. Find out what George h...
2 Loka 202453min
