Showing results by author "H. Adam Holt CFP and Derek N.H. Notman CFP" in All Categories
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Rethink. Financial Advice
- By: H. Adam Holt CFP and Derek N.H. Notman CFP
- Original Recording
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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...
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