Rethink. Financial Advice
H. Adam Holt, CFP and Derek N.H. Notman, CFP
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75 episodes for longitudinal research
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Recent Episodes
S3E74 Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with…
S3E73 Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin
Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech? In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and…
S3E72 Why advisors are failing at organic growth featuring Joe Duran
Why are advisors failing at organic growth?In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by…
S3E71 Invest in conversations before technology featuring Derrick Kinney
What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to…
S3E70 TradePMR's Product Vision for Advisors featuring Jon Patullo
Peering into the future from a product leader's perspective.In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future…
S3E69 Organic growth, investors, and exits with Abby Salameh
What’s your advisor Swan Song?In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management…
S3E68 Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
Is Life Insurance a ripe opportunity for financial advisors? In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it…
S3E67 Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15. Find out what…
S3E66 Advice Mindset - Purpose and Principles featuring Breanna Blaney
Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it…
S3E65 The Evolution of Financial Education Featuring George Nichols III
What does the future of financial education look like and how will it impact the growth of your business? Let’s find out from the leaders in financial education as we chat with our friend George…
S3E64 Client Engagement vs. Satisfaction featuring Ashley Quamme
What’s more important - Client Satisfaction or Client Engagement? Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning…
S3E63 Are your estate documents in order? Featuring Cody Barbo
Are your and your clients estate planning documents in order?When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one…
S3E62 Financial Advice in the convenience economy featuring Jamie Hopkins
What is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over…
S3E61 The Struggles of Being a Dadpreneur
What is a REBL Dad? What are the struggles of being a dadpreneur? These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really…
S3E60 Do you have partners or vendors? Featuring Brad Johnson
Should financial advisors expect more from the vendors they partner with? Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like…
S3E59 Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris
What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer…
S3E58 Client Engagement Is the New Alpha Featuring Craig Martin
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,…
S3E57 The Age of Digital Intimacy featuring Jason Pereira
How digitally intimate are you with your potential and current clients?What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with…
S3E56 Insights from an outsider turned industry insider featuring Eric McDermott
The outsider that became an insiderSometimes 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 just what our guest did when we left…
S3E55 Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren
Who’s better equipped to serve clients; independent financial advisors or large established companies?With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is…
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