https://is1-ssl.mzstatic.com/image/thumb/Podcasts122/v4/87/e8/14/87e81499-26f0-0096-28a5-ec84c106159a/mza_6757920930027975455.jpeg/600x600bb.jpg

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.

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.

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

Client Engagement Is the New Alpha Featuring Craig Martin

Rethink. Financial Advice

37 minutes 48 seconds

1 year ago

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, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.

In this episode Craig, Adam and Derek chat about:

Evolving Financial Advice and Client Experience
Financial Advisors' Value Demonstration Challenges
Technology's Role in Financial Advice Evolution
Digital Advice Preferred, Human Advice Still Needed
Technology's Impact on Financial Services Client Interactions
Enhancing Client Interactions: Tech and Communication Strategies
Data-Driven Client Engagement Strategies
And actionable steps you can implement today!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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