Rethink. Financial Advice

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile.

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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 & Dere...

15 Heinä 202129min

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...

1 Heinä 202126min