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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.

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

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All content for Rethink. Financial Advice is the property of H. Adam Holt, CFP and Derek N.H. Notman, CFP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.

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

Show more...
Business
Education,
Technology,
Self-Improvement
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Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
Rethink. Financial Advice
53 minutes 53 seconds
1 year ago
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 George has been up to, the stance he’s taking on what it means to be a Fiduciary and how he would like to see it applied to society, and learn about his new book!


In this episode George, Adam and Derek chat about:

  • Salespeople/media (short term thinking) VS Fiduciaries/planners (long term thinking) - But being a salesperson, like most advisors startout as is all about short term survival, hard to move to long term think when I can’t pay rent.
  • How can we not have a fiduciary civilization when we are global?
  • Fiduciary means a steward of other’s best interests (not our own) and how Human beings are naturally selfish - how can we have both?
  • Corporations can be more than fiduciaries to their shareholders
  • The Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymore
  • Altruist ideals vs. Human self interest on a global scale
  • Limited liability is the root cause of removed responsibility (protection from personal responsibility)
  • And lots more!



Resources:

  • Follow George Kinder on LinkedIn
  • Check out George Kinder.com and his new book “The Three Domains of Freedom”
  • Check out the Kinder Institute of Life Planning Website
  • Follow RethinkFA on LinkedIn
  • Listen to RethinkFA on YouTube Podcasts
  • Apply to be a guest on the RethinkFA Think Tank


Connect With Adam Holt:

  • Schedule an Asset-Map Demo
  • Asset-Map 
  • LinkedIn: Adam Holt
  • LinkedIn: Asset-Map
  • Facebook: Asset-Map
  • Twitter: Asset_Map



Connect With Derek Notman:

  • Schedule a Couplr Demo
  • CouplrAI
  • LinkedIn: Derek Notman
  • LinkedIn: Couplr
  • Twitter: Derek Notman


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

Rethink. Financial Advice
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.

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