Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

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.

Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

Rethink. Financial Advice

47 minutes 15 seconds

6 months ago

Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech?

In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.

Brian discusses:

How advisors need to ask questions about integrations
The perception that integration is a requirement
The importance of training on tech for the entire team
Selling through education and problem solving
The failure to serve the average American customer in a profitable manner
And much more!

Resources:

Follow RethinkFA on LinkedIn

Connect With Brian McLaughlin:

Connect With Adam Holt:

Connect With Derek Notman:

About Our Guest:

Brian McLaughlin is the nicest fintech founder! Recently retired possibly the most influential fintech executive with Redtail’s 130K advisors and then Orion Tech. Two plus decades of experience and insights and a dog lover, what else can you ask for?

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