Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry
Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s “the way it’s always been done.” But this doesn’t have to b...
11 Aug 202239min
Are the Right People Building Fintech? (Ep 25)
It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives. The highest adopted tools today are being brought to marke...
20 Jul 202237min
Can you buy Marketing Success? With Megan Carpenter (Ep 24)
“There are some things that money can’t buy”. Is marketing success one of those things?In this episode, Adam Holt & Derek Notman invite Megan Carpenter, CEO & Co-Founder of FiComm Partners into the Re...
22 Jun 202236min
Ask Us Anything – If You Could Start Over (Ep 23)
Regardless of our profession most of us at some point find ourselves asking the question:If you could do it all again, what would you do?In this episode, Adam Holt & Derek Notman chop it up in the Ret...
8 Jun 20221h 3min
Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)
Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’t as focused on being proactive w...
25 Mai 202239min
Are you a Fake Fiduciary with Tom Hegna (Ep 21)
Are you a fake Fiduciary? The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it? In this episode, Adam and Derek are joined by Tom...
11 Mai 202237min
The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)
Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available. And yet, advisors are telling us that they’re using legacy tools that...
27 Apr 202233min
Surviving the (Digital) Tsunami With Jason Wenk (Ep. 19)
A digital tsunami is coming. This is your warning! The major changes that are coming to the financial (digital) advisor are going to be disruptive in ways we've never seen before.Adam Holt & Derek Not...
13 Apr 202240min
