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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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Insights from an outsider turned industry insider featuring Eric McDermott
Rethink. Financial Advice
39 minutes 24 seconds
2 years ago
Insights from an outsider turned industry insider featuring Eric McDermott

The outsider that became an insider


Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe there are things we can do better or differently. Join us as we unpack this and other Eric-ism’s in this fun and thought provoking episode.


In this episode Eric, Adam and Derek chat about:

  • Transplants from other industries see more clearly
  • Two camps of biases both built around products
  • Using diversification to reduce your earning risk, and conflicts of interest, as an advisor
  • How the Compensation issue can be solved by Diversification
  • How the solopreneur is an endangered species
  • Becoming compensation agnostic to be able to offer Financial Advice 1.0, 2.0, 3.0.
  • And more!


Resources:

  • Connect with Eric McDermott on LinkedIn
  • Check out Eric on Social via NēXTpectations®
  • Follow RethinkFA on LinkedIn
  • Listen to RethinkFA on YouTube Podcasts
  • Find us on Digital Wealth News
  • 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 Call with Derek
  • Schedule a Couplr Demo
  • Couplr
  • 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.