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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: A Year in Review with Adam Holt & Derek Notman

Summary: Zoom!  What was that?  That was 2022 my friend!  What, it’s already over?  Yup.  Can I get another?  Nope, but we can learn...

Rethink. Financial Advice Podcast: Overcoming the Tyranny of the Urgent with Rich Campe

Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe...

Rethink. Financial Advice Podcast: Does your advice suck? Featuring Carl Richards

Summary: “Your advice is not as good as you think.” – Derek and Adam have a unique debate on how we can rethink the...

Rethink. Financial Advice Podcast: The Secret to Financial Advisors & CPA Collaboration

FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before...

Rethink. Financial Advice Podcast: Are Financial Professionals Stuck Between Self Interest and Best Interest...

Amit Dogra is nothing if he isn’t passionate!  For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s...

Rethink. Financial Advice Podcast: Are Financial Advisors Gifting Dummies?

Joe Fischer understands what clients want.  He built a business around it to help financial advisors, and many others, send personalized gifts to their...

Rethink. Financial Advice Podcast: Is Financial Advice an Industry or Profession?

Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn.  Kobus is well respected not only in his...

Rethink. Financial Advice Podcast: Cut the Tie! Is Advisor Attire dated?

Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful?  Join Adam & Derek as they discuss...

Rethink. Financial Advice Podcast: Is the USA still number one in financial advice?

There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the...

Rethink. Financial Advice Podcast: Rethinking 65 Retirement Realities Featuring Keena Pettijohn & Dorothy Hinchcliff

How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as...