Rethink. The Financial Advisor Podcast

Rethink. The Financial Advisor Podcast

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.

Episodes

May 11, 2022 37 min

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...

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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...

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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:

  • The inevitability of a dig...
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    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 ...

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    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...

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    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...

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    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. 

    George discusses:

  • Shares how he views the financial advice market today
  • Opportunities...
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    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...

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    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...

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    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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    Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial mindset. Adam and Derek speak to their own experiences and discuss how an … Continue reading 11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia →
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    A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination? In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, … Continue reading 10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks →
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    As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”?  In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to … Continue reading 9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces →
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    When building your marketing brand – what should you pay for and what should you not pay for? When you chose to get into the financial advice industry, marketing was probably the last thing on your mind, however, it is a critical part of your brand awareness today. In this episode, Adam Holt & Derek … Continue reading 8. Rethink: Paid vs Organic Digital Marketing →
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    September 23, 2021 42 min
    As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence?  In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change … Continue reading 7. Rethink: Marketing Vs. Prospecting →
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    On a sports team, every role is important to reaching a goal, and the financial space is no different. The question is, are you one of the star players or are you the head coach? In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you … Continue reading 6. Rethink: Are You a Star Player or Team Coach? →
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    There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry?  In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen … Continue reading 5. Rethink: Financial Advice a Luxury or Necessity? →
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    August 12, 2021 40 min
    The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push.  The way you respond to the change is going to set you apart from the other advisors that are doing the same thing. In this episode, Adam Holt & Derek Notman discuss … Continue reading 4. Rethink: Brick and Mortar vs. Remote →
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    Technology is changing. It is adapting and doing things that were once never thought possible. So, that brings us to this question – who is going to win? The Financial Advisor or the Robo-Advisor?  In this episode, Adam Holt & Derek Notman go into detail about how robo-advice is changing the financial industry, and how … Continue reading 3. Rethink: Human vs The Robo-Advisor →
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    Are you an advisor who sells, or a salesperson who advises? Making that distinction is absolutely vital for you as someone working in the financial advising industry. In this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about … Continue reading 2. Rethink: Financial Advice vs. Sales →
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