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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.

Are your estate documents in order? Featuring Cody Barbo

Rethink. Financial Advice

39 minutes 29 seconds

1 year ago

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 some day. Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.

In this episode Cody, Adam and Derek chat about:

The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planning
Estate planning is an Everybody problem
Wealth Transfer - a huge opportunity for estate planning
Expanding your services
Do advisors have their own estate planning done?
When was the last time a client reviewed their estate planning they previously did?
Can you help your younger clients with estate planning to get introduced to their older parents?
The lack of education and good old procrastination - main reasons clients don’t have an estate plan.
And lots more!

Resources:

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Connect With Derek Notman:

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