Fintech CEOs Adam Holt & Derek Notman host Rethink, the Financial Advisor podcast. With decades of real world experience as veteran and actively practicing advisors 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 advisor, 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.
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 Holt and Derek Notman are joined by Tom Hegna. One of the most prolific industry speakers, Tom is considered by many an expert in Retirement Income and Security common sense! He comes to Rethink Tank to shed some light on the irony of the current attitudes towar...
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 are 5, 10 and 20 years old. Consider how this complacency is going to snowball as we move into digital-first consumer expectations.
In this episode, Adam Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Kle...
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 Notman welcome Jason Wenk, CEO and founder of Altruist, into the Rethink Tank to discuss the technology revolution and its inevitable impact on the financial advice market.
Adam, Derek, and Jason discuss:
As a financial advisor, does the number of followers you have on social media matter?
Well, if you’re trying to grow your advising business, the more people who hear your authentic voice the better, right? And, when it comes to social media, the growth potential is truly unlimited.
But how do you start to build a following? What about compliance?
In this episode, Adam Holt & Derek Notman are joined by Devin Banerjee in the ...
Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.
In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in deliver...
Is it possible that the biggest influence on investor outcomes is their own behavior? How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoken.
Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.
Dr. Daniel Crosby is the Chief Behavioral Office...
What do Life Planning and Dream of Freedom have to do with being a Fiduciary?
In this episode, Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.
The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending. With all of the effort placed on accumulation funding, the demographics of world population dictate that distribution planning will become the hottest topic in the next decade.
Concerns about mortality, interest rates, inflation, dividend yields, real estate and pensions require serious rethinking on how to deliv...
Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader?
In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) and thought leader in your advisory niche is vital in attracting your ideal clients. Adam and Derek share from their own experien...
It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor.
In this episode, Adam Holt & Derek Notman share a list of ten things that advisors are doing that they should stop right now—time to rethink it. Adam and Derek touch on their personal stories (and make fun of each other) along the way a...
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