Rethink. Financial Advice

Business & Economics Podcasts

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...

Episodes

Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

Why advisors are failing at organic growth featuring Joe Duran

Invest in conversations before technology featuring Derrick Kinney

TradePMR's Product Vision for Advisors featuring Jon Patullo

Organic growth, investors, and exits with Abby Salameh

Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

Advice Mindset - Purpose and Principles featuring Breanna Blaney

The Evolution of Financial Education Featuring George Nichols III

Client Engagement vs. Satisfaction featuring Ashley Quamme

Are your estate documents in order? Featuring Cody Barbo

Financial Advice in the convenience economy featuring Jamie Hopkins

The Struggles of Being a Dadpreneur

Do you have partners or vendors? Featuring Brad Johnson

Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris

Client Engagement Is the New Alpha Featuring Craig Martin

The Age of Digital Intimacy featuring Jason Pereira

Insights from an outsider turned industry insider featuring Eric McDermott

Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren