The biggest challenge facing wealth management with Derek Notman and Adam Holt
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 do...
28 Kesä 202354min
Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
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 bac...
14 Kesä 202334min
Overcoming Financial Vulnerabilities featuring Michael Liersch
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...
31 Touko 202341min
The Future of Agency Featuring Mark Pfaff
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 Compan...
24 Touko 202334min
Communicating your higher calling featuring Chuck Garcia
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 cha...
3 Touko 202333min
Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)
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 ext...
19 Huhti 202340min
Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)
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 & professio...
5 Huhti 202341min
Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43
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...
22 Maalis 202335min
