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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.

The Age of Digital Intimacy featuring Jason Pereira

Rethink. Financial Advice

42 minutes 58 seconds

2 years ago

The Age of Digital Intimacy featuring Jason Pereira

How digitally intimate are you with your potential and current clients?

What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go!

In this episode Jason, Adam and Derek chat about:

Digital Engagement in Financial Advice
The need for better digital engagement with clients
Using diversification to reduce your earning risk, and conflicts of interest, as an advisor
The shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needs
Digital Engagement: Transparent, Visual, Efficient
The Future of Financial Planning: Collaboration and AI
Documenting Processes and Modern Client Experience
Trust, Alignment, and Digital Intimacy in Advisor-Client Relationships
And more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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