Advice Mindset - Purpose and Principles featuring Breanna Blaney

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Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP

75 episodes

4 months ago

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.

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Hosted on Acast. See acast.com/privacy for more information.

Advice Mindset - Purpose and Principles featuring Breanna Blaney

Rethink. Financial Advice

40 minutes 6 seconds

1 year ago

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 all. This is a fun episode that Adam recorded in person with Breanna at the SHIFT conference while Derek was traveling in South Africa. In this episode, Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Learn how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients. Tune in for groundbreaking insights that could reshape how you think about money and life.

In this episode Breanna, Adam and Derek chat about:

Questioning your Why for everything
Customer experience
Empathy
Money, stress, and wellness
Investor behavior and fear around money and how it relates to returns
What are clients willing to pay for?
How our self worth is tied up in money
Your and your clients money mindset
How to change peoples lives and drive better outcomes
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

Hosted on Acast. See acast.com/privacy for more information.