Rethink. Financial Advice

By: H. Adam Holt CFP and Derek N.H. Notman CFP
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  • Summary

  • 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.
    Copyright © 2022 Rethink. Financial Advice
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Economics Personal Success
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Episodes
  • Organic growth, investors, and exits with Abby Salameh

    Organic growth, investors, and exits with Abby Salameh
    Dec 20 2024
    What’s your advisor Swan Song?


    In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.


    We talk about:


    • Private equity (PE) firms impact on the wealth management landscape -
    • How RFG advisors are Organically growing at 20 percent year-over-year.
    • Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
    • The Importance of technology in reducing operational burdens
    • The $30 trillion wealth transfer to women
    • The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
    • AI's potential impact on marketing and operational efficiency
    • And more


    Resources:


    • Follow Abby Salameh on LinkedIn
    • Learn more about RFG Advisory
    • Follow RethinkFA on LinkedIn



    Connect With Adam Holt:


    • support@asset-map.com
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map
    • YouTube: Asset-Map


    Connect With Derek Notman:


    • Check out Couplr AI
    • LinkedIn: Derek Notman



    Hosted on Acast. See acast.com/privacy for more information.
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    32 mins
  • Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

    Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
    Dec 9 2024
    Is Life Insurance a ripe opportunity for financial advisors?


    In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.


    We chat about:


    • The shift in financial advice
    • The error of neglecting life insurance
    • The complexity of insurance products
    • Regulatory & Market issues
    • The Consumer Disconnect
    • Advice for improving our Industry
    • Recommendations for Financial Planners and AUM RIAs
    • And more


    Resources:


    • Follow RethinkFA on LinkedIn


    Connect With Tony Steuer:


    • Follow Tony on LinkedIn
    • Join Tony’s Money Club on his website
    • Buy Tony’s Book: Questions and Answers on Life Insurance


    Connect With Adam Holt:


    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map
    • YouTube: Asset-Map


    Connect With Derek Notman:


    • Couplr AI
    • LinkedIn: Derek Notman


    About Our Guest:


    Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast.


    Hosted on Acast. See acast.com/privacy for more information.
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    37 mins
  • Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

    Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
    Oct 2 2024
    Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15. Find out what George has been up to, the stance he’s taking on what it means to be a Fiduciary and how he would like to see it applied to society, and learn about his new book!In this episode George, Adam and Derek chat about:Salespeople/media (short term thinking) VS Fiduciaries/planners (long term thinking) - But being a salesperson, like most advisors startout as is all about short term survival, hard to move to long term think when I can’t pay rent.How can we not have a fiduciary civilization when we are global?Fiduciary means a steward of other’s best interests (not our own) and how Human beings are naturally selfish - how can we have both?Corporations can be more than fiduciaries to their shareholdersThe Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymoreAltruist ideals vs. Human self interest on a global scaleLimited liability is the root cause of removed responsibility (protection from personal responsibility)And lots more!Resources:Follow George Kinder on LinkedInCheck out George Kinder.com and his new book “The Three Domains of Freedom”Check out the Kinder Institute of Life Planning WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    54 mins

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