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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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Episodes
  • Client Engagement vs. Satisfaction featuring Ashley Quamme

    Client Engagement vs. Satisfaction featuring Ashley Quamme
    May 8 2024
    What’s more important - Client Satisfaction or Client Engagement?


    Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning process? Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors. If you’re looking to grow then this is a topic you don’t want to miss.


    In this episode Ashely, Adam and Derek chat about:
    • Client satisfaction vs. engagement
    • The knowing/doing gap
    • Advisors being in the relationship business but not getting formal relationship training
    • How to build relationships with under engaged spouses
    • Communication and rapport building and setting the expectations up front
    • Looking in the mirror to better serve your clients
    • And lots more!



    Resources:
    • Follow Ashley Quamme on LinkedIn
    • Follow Ashley Quamme on X/Twitter
    • Learn more about Ashley’s services at Beyond the CFP
    • Follow RethinkFA on LinkedIn
    • Listen to RethinkFA on YouTube Podcasts
    • Find us on Digital Wealth News
    • Apply to be a guest on the RethinkFA Think Tank


    Connect With Adam Holt:
    • Schedule an Asset-Map Demo
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map



    Connect With Derek Notman:
    • Schedule a Couplr Demo
    • CouplrAI
    • LinkedIn: Derek Notman
    • LinkedIn: Couplr
    • Twitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.
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    44 mins
  • Are your estate documents in order? Featuring Cody Barbo

    Are your estate documents in order? Featuring Cody Barbo
    Apr 3 2024
    Are your and your clients estate planning documents in order?When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day. Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.In this episode Cody, Adam and Derek chat about:The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planningEstate planning is an Everybody problemWealth Transfer - a huge opportunity for estate planningExpanding your servicesDo advisors have their own estate planning done?When was the last time a client reviewed their estate planning they previously did?Can you help your younger clients with estate planning to get introduced to their older parents? The lack of education and good old procrastination - main reasons clients don’t have an estate plan. And lots more!Resources:Follow Cody Barbo on LinkedInFollow Cody Barbo on X/TwitterCheck out the Trust & Will solution for Financial AdvisorsCheck out Trust & Will for consumersFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltFacebook: 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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    39 mins
  • Financial Advice in the convenience economy featuring Jamie Hopkins

    Financial Advice in the convenience economy featuring Jamie Hopkins
    Mar 20 2024
    What is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and industry expert Jamie Hopkins.In this episode Jamie, Adam and Derek chat about:Who’s going to come out ahead given the current convergence in our industry?Advisors are not unique. What are their differentiated services & value adds?3 Biggest needs the client is looking for: tax planning - Bill Harris (Ep. 59), estate planning with trust services, bank services)You need to know what your clients want & need.Wallet Share is not really known by advisors despite their confidenceConvenience economy over experience economyRIAs should not try to solve ALL problems/needs - do it, buy it, outsource itDigital assets conversation - value addAnd lots more!Resources:Follow Jamie Hopkins on LinkedInFollow Jamie Hopkins on X/TwitterCheck out Bryn Mawr Capital ManagementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsConnect 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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    38 mins
Economics Personal Success
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