Rethink. Financial Advice10 Jul 2024

Advice Mindset - Purpose and Principles featuring Breanna Blaney

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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Episoder(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 Jul 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 Apr 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 Mar 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 Feb 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 Jan 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 Des 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 Des 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 Okt 202453min