The Evolution of Financial Education Featuring George Nichols III

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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 Evolution of Financial Education Featuring George Nichols III

Rethink. Financial Advice

46 minutes 50 seconds

1 year ago

The Evolution of Financial Education Featuring George Nichols III

What does the future of financial education look like and how will it impact the growth of your business? Let’s find out from the leaders in financial education as we chat with our friend George Nichols III, President and CEO of The American College of Financial Services. George helps us understand what they are seeing on a national level when it comes to shifting consumer expectations and how the College is evolving to meet these demands while also expanding their support to advisors to help them thrive. And…learn more about the exciting partnership announcement between the College and Couplr AI!!

In this episode George, Adam and Derek chat about:

Why too many advisors fail to meet what clients need & want
How we need to do a better job paying attention to what clients want and need and delivering on them
The trend of more successful advisors
The transfer of wealth opportunity/challenge
Time to Rethink the commission and incentive structure
The industry needs to speed up to meet the expectations of the client
The American College of Financial Services partnership with Couplr AI
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

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