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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.

Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris

Rethink. Financial Advice

43 minutes 16 seconds

1 year ago

Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris

What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill also unveils his new book, which simplifies tax strategy for investors. Join us for this one of a kind conversation!

In this episode Bill, Adam and Derek chat about:

How the industry is stuck in the past using outdated technology
The entire business model can be revolutionized
Replacing manual intervention with technology
How Advisors should be doing the things a client isn’t forced to do
Advocating for tech within your firm and actually using it
Changing the pace of your practice with technology
A greater digital/virtual experience
Bill’s new book, Investment Tax Guide

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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