test
Home Podcasts Rethink. Financial Advice Podcast

Rethink. Financial Advice Podcast

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.

Rethink. Financial Advice Podcast: What’s The Best Way To Add Alpha To Your Practice

Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director,...

Rethink. Financial Advice Podcast: How Digitally Intimate are You with Your Potential and Current...

What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and...

Rethink. Financial Advice Podcast: Insights From Outsider Turned Industry Insider Eric McDermott

Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach.  That’s...

Rethink. Financial Advice Podcast: Goldman Sachs Supporting Independent Advisors With Richard Lofgren

With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit...

Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz...

Where is the smart money going?  What is the world’s largest asset manager investing in?  With all the talk of companies investing in AI...

Rethink. Financial Advice Podcast: Stop Forcing Advisors to be Technologists featuring Marc Butler

With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for...

Rethink. Financial Advice Podcast: Scaling Financial Advice 3.0 featuring Michael Lecours

Are financial advisors unknowingly committing malpractice? How is our industry & profession changing? What can we learn from the medical field that will help...

Rethink. Financial Advice Podcast: The Biggest Challenge in Wealth Management with Derek Notman and...

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...

Rethink. Financial Advice Podcast: Overcoming Financial Vulnerabilities w/ 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...

Rethink. Financial Advice Podcast: 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...