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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.

Do you have partners or vendors? Featuring Brad Johnson

Rethink. Financial Advice

43 minutes 57 seconds

1 year ago

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 a true partner to the advisor? Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with.

In this episode Brad, Adam and Derek chat about:

How the Industry is focused on selling ingredients instead of product
Why deep partnerships cannot serve the masses (McDonalds vs Local High end Steak house)
Why Advisors love the Industrialized model until they don’t - once they have personalized their firm, brand, offerings, etc. the FMO/Industrialized model is less attractive.
Advisors are using a Do business Do Life values/mission to drive who they partner with
The definition of success for Financial Advisors is broken. “Redline behavior burnout” is celebrated which is so messed up, an “entrepreneurial lie”
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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