Rethink. Financial Advice26 Helmi 2025

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 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:

Follow RethinkFA on LinkedIn

Connect With Derrick Kinney:

Connect With Adam Holt:

Connect With Derek Notman:

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.

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

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(75)

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

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