Rethink. Financial Advice

Peering into the future from a product leader's perspective. In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice. We cover everything from their service orientated model to support advisors to how AI is quickly accelerating. Jump in and learn how an industry insider sees advice today and where it’s headed. We talk about: Resources: Follow Jon Patullo on LinkedInLearn more about TradePMR RIA Custody ServicesFollow RethinkFA on LinkedIn Connect With Adam Holt: support@asset-map.comAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman: Check out Couplr AILinkedIn: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

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: Resources: Follow Abby Salameh on LinkedInLearn more about RFG AdvisoryFollow RethinkFA on LinkedIn Connect With Adam Holt: support@asset-map.comAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman: Check out Couplr AILinkedIn: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

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: Resources: Follow RethinkFA on LinkedIn Connect With Tony Steuer: Follow Tony on LinkedInJoin Tony’s Money Club on his websiteQuestions and Answers on Life Insurance Connect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman: Couplr AILinkedIn: 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.

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: 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 Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all. This is a fun episode that Adam recorded in person with Breanna at the SHIFT conference while Derek was traveling in South Africa. In this episode, Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Learn how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients. Tune in for groundbreaking insights that could reshape how you think about money and life. In this episode Breanna, Adam and Derek chat about: Resources: Follow Breanna Blaney on LinkedInFollow Dimensional on LinkedInCheck out Dimensional's WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

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: Resources: Follow George Nichols III on LinkedInFollow George Nicholls III on X/TwitterLearn more about The American College of Financial ServicesThe College & Couplr AI Press AnnouncementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

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: Resources: Follow Ashley Quamme on LinkedInFollow Ashley Quamme on X/TwitterLearn more about Ashley’s services at Beyond the CFPFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

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: 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 Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

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: tax planningBill Harris (Ep. 59)estate planning with trust servicesbank services 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 News Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

What is a REBL Dad? What are the struggles of being a dadpreneur? These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challenging. Being an entrepreneur can also be really hard. Trying to balance being the best you can be at both is a whole different type of challenge. In this episode we dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island. There’s so much here, time to dive in! In this episode Adam and Derek chat about: Resources: Following REBL Dads on LinkedInCheck out the REBL Dads websiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Should financial advisors expect more from the vendors they partner with? Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like a true partner to the advisor? Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with. In this episode Brad, Adam and Derek chat about: Resources: Follow Brad Johnson on LinkedInCheck out Brad’s Do Business Do Life podcastLearn more about Triad PartnersFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital? For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill also unveils his new book, which simplifies tax strategy for investors. Join us for this one of a kind conversation! In this episode Bill, Adam and Derek chat about: Resources: Follow Bill Harris on LinkedInFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-Map Connect With Derek Notman: Schedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

What’s the best way to add alpha to your practice? Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data. In this episode Craig, Adam and Derek chat about: Resources: Connect with Craig Martin on LinkedInCheck out the J.D. Power Wealth Intelligence website and dataCheck out some interesting data from the AdviceTechLive/J.D. Power Advice 3.0 PresentationFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

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: Resources: Connect with Jason Pereira on LinkedInCheck out Jason on jasonpereira.caLearn more about the Advisor Tech ExpoFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

The outsider that became an insider Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe there are things we can do better or differently. Join us as we unpack this and other Eric-ism’s in this fun and thought provoking episode. In this episode Eric, Adam and Derek chat about: Resources: Connect with Eric McDermott on LinkedInCheck out Eric on Social via NēXTpectations®Follow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Who’s better equipped to serve clients; independent financial advisors or large established companies? With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow. In this episode Richard, Adam and Derek chat about: Resources: Connect with Richard Lofgren on LinkedInFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class? With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice. In this episode Liz, Adam and Derek chat about: Resources: Connect with Elizabeth Koehler on LinkedInCheck out the BlackRock Advisor CenterFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Is tech actually helping societal well-being? With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for over 45 million Americans and all the talk about AI in the wealth management space we were really keen to answer this question. Join us as we speak with industry and fintech veteran, Marc Butler, who was doing wealth tech before it even had a name, as we chat about the the use and importance of tech when it comes to the financial well-being of society on a whole. In this episode Marc, Adam and Derek chat about: Resources: Connect with Marc Butler on LinkedInCheck out Marc Butler ConsultingLearn more about Wealth Management GPTFidelity report courtesy of MorningstarFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: CouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Are financial advisors unknowingly committing malpractice? How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0. In this episode we discuss: Bedside Manner and Malpractice, Doctors leaving the clamp in the body. Leveraging Processes despite our egos and familiarity with the job trying to get in the wayScale - delegation requires process when the expert is busyShowing our value in a competitive market/transparent at scaleAdvisor 3.0-... An Aspirational shiftFinancial Services 1.0. Agents and Reps: Solution sales with needs analysisFinancial Planning 2.0. Product led Financial Planners (sales enablement) and AdvisersPreventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactiveThe shift to multiple review meetings to spread out the focus over time Resources: Connect with Mike Lecours on LinkedInLearn more about fpPathfinderFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as we dive into financial religion with special guest Josh Curtis who shares his experience of growing up in a cult and its many similarities to the financial services world. A thought provoking conversation sure to have you rethinking your own financial religion. In this episode Josh, Adam and Derek chat about: Resources: Connect with Josh Curtis on LinkedInDownload the Religious Financial Services PDFLearn more about the Portfolio Waterfall strategyFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank Connect With Adam Holt: Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map Connect With Derek Notman: Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.