Rethink. The Financial Advisor Podcast: Recent Episodes
Adam Holt and Derek Notman
Fintech CEOs Adam Holt & Derek Notman host Rethink, the Financial Advisor podcast. With decades of real world experience as veteran and actively practicing advisors 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 advisor, 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.
Our GDPR privacy policy was updated on August 8, 2022. Visit 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:
- 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.
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.
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 shareholders * The Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymore * Altruist ideals vs. Human self interest on a global scale * Limited liability is the root cause of removed responsibility (protection from personal responsibility) * And lots more!
Resources:* Follow George Kinder on LinkedIn * Check out George Kinder.com and his new book “The Three Domains of Freedom” * Check out the Kinder Institute of Life Planning Website * Follow RethinkFA on LinkedIn * Listen to RethinkFA on YouTube Podcasts * 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.
Check out this special edition where Adam chats with Breanna Blaney, Director & VP 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 Breanna, Adam and Derek chat about:
- Questioning your Why for everything
- Customer experience
- Empathy
- Money, stress, and wellness
- Investor behavior and fear around money and how it relates to returns
- What are clients willing to pay for?
- How our self worth is tied up in money
- Your and your clients money mindset
- How to change peoples lives and drive better outcomes
- And lots more!
Resources:
- Follow Breanna Blaney on LinkedIn
- Follow Breanna on Instagram
- Check out Breanna’s Website
- 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.
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:* Why too many advisors fail to meet what clients need & want * How we need to do a better job paying attention to what clients want and need and delivering on them * The trend of more successful advisors * The transfer of wealth opportunity/challenge * Time to Rethink the commission and incentive structure * The industry needs to speed up to meet the expectations of the client * The American College of Financial Services partnership with Couplr AI * And lots more!
Resources:* Follow George Nichols III on LinkedIn * Follow George Nicholls III on X/Twitter * Learn more about The American College of Financial Services * The College & Couplr AI Press Announcement * 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
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.
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.
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 planning * Estate planning is an Everybody problem * Wealth Transfer - a huge opportunity for estate planning * Expanding your services * Do 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 LinkedIn
- Follow Cody Barbo on X/Twitter
- Check out the Trust & Will solution for Financial Advisors
- Check out Trust & Will for consumers
- 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
- 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.
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 confidence * Convenience economy over experience economy * RIAs should not try to solve ALL problems/needs - do it, buy it, outsource it * Digital assets conversation - value add * And lots more!
Resources:
- Follow Jamie Hopkins on LinkedIn
- Follow Jamie Hopkins on X/Twitter
- Check out Bryn Mawr Capital Management
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- Find us on Digital Wealth News
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.
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:
- What is a REBL Dad?
- How to balance being a great dad and entrepreneur
- The Epidemic of fatherhood - given the remote nature of work from anywhere, people who want to be better leaders at home and work.
- Amazing takeaways and insights from a group of REBL Dads
- Insights from OG REBL Dad Sir Richard Branson
- And lots more!
Resources:* Following REBL Dads on LinkedIn * Check out the REBL Dads website * 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.
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:* How the Industry is focused on selling ingredients instead of product * Why deep partnerships cannot serve the masses (McDonalds vs Local High end Steak house) * Why Advisors love the Industrialized model until they don’t - once they have personalized their firm, brand, offerings, etc. the FMO/Industrialized model is less attractive. * Advisors are using a Do business Do Life values/mission to drive who they partner with * The definition of success for Financial Advisors is broken. “Redline behavior burnout” is celebrated which is so messed up, an “entrepreneurial lie” * And lots more!
Resources:* Follow Brad Johnson on LinkedIn * Check out Brad’s Do Business Do Life podcast * Learn more about Triad Partners * 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.
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:
- How the industry is stuck in the past using outdated technology
- The entire business model can be revolutionized
- Replacing manual intervention with technology
- How Advisors should be doing the things a client isn’t forced to do
- Advocating for tech within your firm and actually using it
- Changing the pace of your practice with technology
- A greater digital/virtual experience
- Bill’s new book, Investment Tax Guide
Resources:
- Follow Bill Harris on LinkedIn
- 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
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.
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:* Evolving Financial Advice and Client Experience * Financial Advisors' Value Demonstration Challenges * Technology's Role in Financial Advice Evolution * Digital Advice Preferred, Human Advice Still Needed * Technology's Impact on Financial Services Client Interactions * Enhancing Client Interactions: Tech and Communication Strategies * Data-Driven Client Engagement Strategies * And actionable steps you can implement today!
Resources:* Connect with Craig Martin on LinkedIn * Check out the J.D. Power Wealth Intelligence website and data * Check out some interesting data from the AdviceTechLive/J.D. Power Advice 3.0 Presentation * 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 Call with Derek * Schedule a Couplr Demo * Couplr AI * LinkedIn: Derek Notman * LinkedIn: Couplr * Twitter: 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:* Digital Engagement in Financial Advice * The need for better digital engagement with clients * Using diversification to reduce your earning risk, and conflicts of interest, as an advisor * The shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needs * Digital Engagement: Transparent, Visual, Efficient * The Future of Financial Planning: Collaboration and AI * Documenting Processes and Modern Client Experience * Trust, Alignment, and Digital Intimacy in Advisor-Client Relationships * And more!
Resources:* Connect with Jason Pereira on LinkedIn * Check out Jason on jasonpereira.ca * Learn more about the Advisor Tech Expo * 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 Call with Derek * Schedule a Couplr Demo * Couplr * LinkedIn: Derek Notman * LinkedIn: Couplr * Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
The outsider that became an insiderSometimes 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:* Transplants from other industries see more clearly * Two camps of biases both built around products * Using diversification to reduce your earning risk, and conflicts of interest, as an advisor * How the Compensation issue can be solved by Diversification * How the solopreneur is an endangered species * Becoming compensation agnostic to be able to offer Financial Advice 1.0, 2.0, 3.0. * And more!
Resources:* Connect with Eric McDermott on LinkedIn * Check out Eric on Social via NēXTpectations® * 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 Call with Derek * Schedule a Couplr Demo * Couplr * LinkedIn: Derek Notman * LinkedIn: Couplr * Twitter: 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:* Planning is critical for the market * Automating to get speed to market * Tech ignorance is a career warning light * Tech still has no empathy * Goldman Sachs as a Service (GSaaS) * The similarities between military planning and financial planning * The enemy always gets a vote * And more!
Resources:
- Connect with Richard Lofgren on LinkedIn
- 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 Call with Derek
- Schedule a Couplr Demo
- Couplr
- LinkedIn: Derek Notman
- LinkedIn: Couplr
- Twitter: 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:* The growing importance of human and personalized advice * The need for the human touch is growing * Why empathy, active listening, problem solving and expertise in new areas like family dynamics and teaching teams is so important * Developing people and talent on both a personal and professional level * What Liz and her team are seeing and learning from working with thousands of top producing advisors across the country * The need to evolve your approach for the client of tomorrow * The growing expectations of clients * And a lot more!
Resources:* Connect with Elizabeth Koehler on LinkedIn * Check out the BlackRock Advisor Center * 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 Call with Derek * Couplr * LinkedIn: Derek Notman * LinkedIn: Couplr * Twitter: 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:
- The enormity of the underserved markets
- 401k millionaires (or lack there of), running out of money, and how tech can help advisors help more people
- A boots-on-the-ground example of a potential retirement crisis for millions of people
- Advisors don't sign up to become technologists
- Is AI going to support or compete with Financial Advisors?
- What will be the regulatory response to AI advice, written, data security?
- What are the best use cases for GPT impact to advisors for now or in the future?
- And more!
Resources:
- Connect with Marc Butler on LinkedIn
- Check out Marc Butler Consulting
- Learn more about Wealth Management GPT
- Fidelity report courtesy of Morningstar
- 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
- LinkedIn: Derek Notman
- LinkedIn: Couplr
- Twitter: 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 way * Scale - delegation requires process when the expert is busy * Showing our value in a competitive market/transparent at scale * Advisor 3.0-... An Aspirational shift * Financial Services 1.0. Agents and Reps: Solution sales with needs analysis * Financial Planning 2.0. Product led Financial Planners (sales enablement) and Advisers * Preventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactive * The shift to multiple review meetings to spread out the focus over time*
Resources:* Connect with Mike Lecours on LinkedIn * Learn more about fpPathfinder * 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 Call with Derek * Couplr * LinkedIn: Derek Notman * LinkedIn: Couplr * Twitter: 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:
- Financial cults and why do they exist?
- Stigmas associated with the different financial religions
- Fee only vs. flat fee vs. commission vs. captive - which religion is best?
- Fighting between different religions
- Can a financial atheist provide long term value to clients?
- The importance of belief systems
- Leading with advice and connecting on a human level means listening first while not putting your beliefs on others
- The important differentiation between Educating and Serving clients
- Can you find principles to live by, just like in religion, and then serve others to live those principles?
- And lots more!
Resources:
- Connect with Josh Curtis on LinkedIn
- Download the Religious Financial Services PDF
- Learn more about the Portfolio Waterfall strategy
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- 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 Call with Derek
- Couplr
- LinkedIn: Derek Notman
- LinkedIn: Couplr
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 different thought leaders what they think the biggest challenge is and what they’re doing to overcome them. From bringing in the next generation of advisors to financial literacy we dig into the brilliant insights of our guests in this fast paced conversation to mark the release of our 50th episode of Rethink!
In this episode Adam and Derek speak with 10 thought leaders during the WealthStack conference and chat about:
- Bringing in new talent
- Deepening client relationships with Alternatives
- The importance of a holistic peace of mind process
- Distribution planning
- A lack of financial education
- Paying more attention to the digital client experience and AI
- Mentorship programs
- Accessing your data
- Realtime Wealth Management
- Differentiation as an advisor
- And lots more!
Resources:
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- 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 Call with Derek
- Couplr
- LinkedIn: Derek Notman
- LinkedIn: Couplr
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Why is the financial services industry always slow to innovate?Bob in Idaho recently asked us via a community question “Why is it so hard for new innovation to break into enterprises?”. Given our background as practicing financial advisors who became fintech CEOs we jumped at the chance to have a conversation about innovation in financial services to share our experience or should we say trials & tribulations when it comes to helping an old industry and profession innovate at a faster pace. It can be frustrating as a financial advisor wanting the newest and best tech. It can be frustrating as a fintech CEO to get your solution adopted by enterprise partners. Join us to learn what it’s really like when trying to innovate in our industry.
In this episode Adam and Derek chat about:* How moving fast is hard in an established superstructure given the built bureaucratic processes to ensure safety of the overall firm * What motivates enterprises to bring in new innovation? * The disruption of tech/event by competitor and out innovating them * Recommendations from the Trusted Consultant - says you have to do this or else! * What new leadership did it at their last firm (change management) * The field force is measurably demanding at volume * An influential group in the org is demanding it (management, compliance, etc. ) * The power of innovation sandboxes like Mass Challenge, Fintech Incubators, and Innovation teams * Change management requires getting momentum with people * And lots more!
Resources:
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- 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 Call with Derek
- Couplr
- LinkedIn: Derek Notman
- LinkedIn: Couplr
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life goals we have to help them break through any vulnerabilities they may have when it comes to their money. Join us as we speak with special guest Michael Liersch as we talk about how difficult it is to talk to clients about their money and how to connect it with great advice engagement and ultimately product placement.
Michael, Adam, and Derek chat about:
- Vulnerability of financial conversations (shame/embarrassment/hiding/discomfort/confidence/bias/fear)
- The role of deliberative thinking and the important role advisors play
- The best definition of what an advisor does for clients
- A time tested repeatable process
- Speaking a language clients can understand in jobs to be done
- And lots more!
Resources:
- Connect with Michael Liersch on LinkedIn
- Check out LifeSync by Wells Fargo
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- 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 Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
Hosted on Acast. See acast.com/privacy for more information.
Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in the future. Mark Pfaff started as an agent at New York Life Insurance Company, worked really hard, and ultimately climbed the ranks to become Executive Vice President in charge of Agency. If there ever was someone who could give us an idea of where the industry has been, where it's going, and how to help both consumers and advisers thrive, Mark Pfaff is definitely on the short list.
Mark, Adam, and Derek chat about:
- The insatiable marketplace for the work & products financial advisors provide - need for planning is greater than it’s ever been
- 3 Things Advisors, Companies, and both together don’t see coming
- Where are advisors in their career and how to they adjust/pivot given the changing world we’re in?
- How and where do advisors upgrade their skills?
- Companies - how do you bring in, comp, and train new advisors in the numbers needed to have a future generation of advisors?
- How does a company navigate the best tools for their field force?
- Needs to be better synergy between HO and field to find the best tools to empower advisors
- And lots more!
Resources:
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- 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 Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when we seek to understand ourselves and those we are talking with. Join us as we chat with master communicator Chuck Garcia who spent many years on Wall Street as well as leading communications for global companies like Bloomberg. Chuck tells us how what happened on 9/11 changed his life and his journey as a mountaineer that helped him find understanding. Learn how to become a better communicator with not just your clients, but friend and family too.
Chuck, Adam, and Derek chat about:
- How you can't change the circumstances in front of you, but you can change yourself
- How most people don't really understand "financial advice" and the importance of educating before advising
- Slowing down to seek understanding and that you don't have to agree, or get louder, to have an understanding
- Communicating your higher calling as a financial advisor with your clients
- Gratitude for life, experiences, and survival
- And a lot more!
Resources:
- Connect with Chuck Garcia on LinkedIn
- Follow Chuck Garcia on Twitter
- Check out Chuck’s website
- Get Chuck’s book
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- 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 Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
Hosted on Acast. See acast.com/privacy for more information.
We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is global in nature and arguably one of the most diverse given his extensive travels around the world to see what people are doing, (or not), in our industry. Join us as we chat with futurist Ian McKenna and discuss the future of financial advice delivery and what advisors need to think about to stay relevant today.
Ian, Adam & Derek discuss:
- One of the hardest things an advisor needs to do is help clients visualize the lifestyle their preparing for (VR can help do this very easily)
- A lot of advisors and the companies they represent are not adapting their commercial models to stay in business 5-10 years from now - it’s time to consider reinventing how we charge clients (especially the younger generation)
- why is the US life insurance industry is 40 years behind the rest of the world
- A symbiotic relationship between regulation and tech needs to exist to really achieve the highest levels of regulation with the latest tech
- Amazon insurance already happening in UK (we discussed this over a year ago, it’s coming to a computer near your clients)
- AI financial advice will be here in less than a decade AND using VR Glasses
- And lots more!
Resources:
- Connect with Ian McKenna on LinkedIn
- Follow Ian McKenna on Twitter
- Learn more about the Financial Technology Research Centre
- Check out AdviserSoftware.com
- Learn more about ProtectionGuro
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
- Rethink Podcast on YouTube
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- Asset-Map
- LinkedIn: Adam Holt
- Facebook: Asset-Map
- Twitter: Asset_Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The advice & investment management industry & profession is at a pivotal point since they are fungible and hard for consumers to differentiate one advisor from another. There’s no longer an easy button for advisors to say they're a fiduciary, etc. to differentiate themselves. Join us as we discuss this and more with special guest and marketing expert Samantha Russell.
Samantha, Adam & Derek discuss:
- The pivotal moment for our industry
- How there are lots of gaps on what clients are getting versus what they are looking for and expecting
- What about your business is marketable?
- Why Health & Wealth content is so much more interesting and consumable content for people than market updates
- Bringing a more sensory experience to your clients with their money
- Being the Canyon Ranch of financial wellness for your clients
- And lots more!
Resources:
- Fidelity Investments 2022 Investor Insights Study
- Edelman Financial Engines Study
- How to include your fees on your website -best practices blog post
- Connect with Samantha Russell on LinkedIn
- Follow Samantha Russell on Twitter
- Learn more about FMG for Advisors
- Follow RethinkFA on LinkedIn
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had no formal financial education. But there are positive shifts happening towards behavioral finance that are helping people with their financial well-being. Join us as we chat with recovered financial advisor turned certified financial coach Catherine Morgan to learn more about how you can incorporate financial wellness into your business and that is should be the starting point, not the end goal for you and your clients.
Catherine, Adam & Derek discuss:
- Catherine’s own personal trauma with money and a lack of financial wellness
- How financial advisors don’t need to be therapists but do need to listen and bring awareness to help unlock conversations that will help their clients really connect with their money, clients will remember how you made them feel
- Bringing a more sensory experience to your clients with their money
- How Money is a mirror of the relationship we have with ourselves
- The importance of helping clients feel safe and secure in their here and now, not just pushing happiness into the future
- And lots more!
Resources:
- Connect with Catherine Morgan on LinkedIn
- Learn more about Catherine’s mission to help 1 million women
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- 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:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
Hosted on Acast. See acast.com/privacy for more information.
Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors, David Karr. We dive into advisor-first mentality vs. firm first mentality, what the future holds for our profession with insights from the home office, and the increasing demand for great advisors and what companies like Equitable are doing to attract and support them.
David, Adam & Derek discuss:
- How strong advisors that are really connected to their clients hold all the cards
- Clients have never had higher expectations from their advisor
- A great deal of support and infrastructure is needed for advisors to thrive, how are advisors going to put together their people, process, and tech?
- The holistic approach is how we best serve our clients and advisors (life coaching program partnership between Equitable and Columbia university)
- Recognizes the expectations of end consumers as the key: Regular and frequent basis for communication
- And lots more!
Resources:
- Connect with David Karr on LinkedIn
- Learn more about Equitable Advisors
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- 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:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41)
Summary:
What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular trends often hidden the curtain of hot topics and headlines. Join us as we speak with industry news & media veteran Cindy Taylor and dive into what she’s seeing behind the curtain. Something can be learned from the trends people like Cindy see that gets lost in the media snippet and myopic channel following that we wanted to rethink.
Cindy, Adam & Derek discuss:
- Curated media and the filter content goes through
- The importance of integrated tech stacks message not being heard
- Media training for advisors is underplayed
- Follow more than one media outlet for diversity
- The importance of honing your personal communication skills
- No one wants to say “Recession” but there are both pressures and opportunities for advisors
- Crypto isn’t dead but advisors are still ignorant
- Product/investment fees no one wants to talk about
- And lots more!
Resources:
Connect with Cindy on LinkedIn
Check out Digital Wealth News (Dwealth)
Check out Fintegration consulting services
Follow RethinkFA on LinkedIn
Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
Schedule an Asset-Map Demo
support@asset-map.com
www.Asset-Map.com
LinkedIn: Adam Holt
LinkedIn: Asset-Map
Facebook: Asset-Map
Twitter: Asset_Map
Connect With Derek Notman:
Schedule a Call with Derek
www.Conneqtor.co
LinkedIn: Derek Notman
LinkedIn: Conneqtor
Twitter: Derek Notman
Facebook: Conneqtor
YouTube: Derek Notman
Publishing Tags:
Rethink, The Financial Advisor Podcast, Financial Advisor, Marketing, Future of Fintech, Money, Future, Design, Fintech, AdviceTech, Work-Life Balance
Hosted on Acast. See acast.com/privacy for more information.
Have you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising interest rates, fallout from covid/remote work, an aging population, falling tax revenues, global unrest, wage pressure, cost of eggs, political unrest, wars, famine, avian flu, ChatGPT, the list goes on! Join us for an insightful discussion with Evelyn Jacks on how to best position & prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.
Evelyn, Adam & Derek discuss:
- Holistic disruption - clients are concerned about losing their wealth and need someone to tell them it’s going to be OK
- How prepared are your client’s terminal net worth statements, especially when it comes to fees, taxes, and inflation?
- Real wealth management - sustainable wealth across generations
- Being more multidisciplinary with your team and CE to better serve clients
- “Do not expect today’s success to make you successful in the future”
- Keeping up with change, digitization, business model evolution, etc. or becoming irrelevant
- And lots more!
Resources:
- Connect with Evelyn on LinkedIn
- Learn more about the Knowledge Bureau
- DAC Acuity & Knowledge Bureau Conference Banff Nov 12-14, 2023
- Follow RethinkFA on LinkedIn
- 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 Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
Hosted on Acast. See acast.com/privacy for more information.
You’ve been told to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price/value to grow your firm. Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!
Angie, Adam & Derek discuss:
- What happens when your clients don’t want all their money with one advisor?
- Following talent trends, more advisors are becoming specialists instead of generalists.
- Price is a leading indicator of firm growth; niche is your lagging indicator.
- To grow consider not niching but lowering your prices or even delivering something for free.
- Startup mentality to grow your firm.
- And lots more!
Resources:
- Connect with Angie on LinkedIn
- Follow Angie on Twitter
- Learn more about Angie’s practice management consulting firm, Herbers & Company
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals flow naturally to you? Listen to Libby Greiwe as she tells us how she built a 7 figure practice with only one advisor, herself, and a small support team and how she did it by not asking for referrals. A fun, high energy conversation with some great tactical tips on how to grow your business.
Libby, Adam & Derek discuss:
- How to identify mentors and/or advisor practices you would like to learn from
- Growing up as an advisor in the world of everyone being fat, bald, and 50
- The one constant for our profession is change so don’t be worried about it, but embrace it
- Be your authentic self and don’t just latch on to the latest “type of advisor” fad. There are people out there that want to work with you they way you want to work
- How we underthink our own value but overvalue our tech
- And lots more!
Resources:
- Connect with Libby on LinkedIn
- Learn more about The Efficient Advisor coaching program
- Subscribe to the Efficient Advisor podcast
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Zoom! What was that? That was 2022 my friend! What, it’s already over? Yup. Can I get another? Nope, but we can learn from 2022 to make 2023 even better!
24 episodes published in 2022, wow! One of the best ways to grow is to reflect (rethink) one what we’ve learned over the last year and distill it all down to actionable items we can work on moving forward.
Is this fun & fast paced episode we cover the guests and mic drop learning moments from 2022 to help you Rethink your year and hopefully provide you some tactical points you can use to thrive in the New Year.
Mentorship, community, leadership, friendship, entrepreneurship, humanity, and humility. All core to our mission at Rethink as we strive to drive our profession & industry forward.
Adam & Derek discuss:
- A recap of our 24 episodes from 2022
- 24 “mic drops” or “Rethinks that you can use to grow
- Fun, laughter, and genuine mentorship
- What we learned
- And lots more!
Resources:
- Connect with Rich on LinkedIn
- Learn more about ProAdvisorCoach
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Overcoming the Tyranny of the Urgent featuring Rich Campe (Ep 36)
Summary:
Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe who’s inner circle advisor coaching group has logged over 5 million hours coaching financial advisors on how to be their best. All too often advisors get stuck in putting out fires and focusing on the urgent instead of implementing systems and processes so they can truly grow. There’s more to growing an advisor practice than putting out that one fire today….
Rich, Adam & Derek discuss:
- Planting for 10,000 beans - working on your business instead of in it
- Taking pause and figuring out what you truly want in life and not just going for going’s sake.
- Creating an experience beyond yourself
- How ideal clients leave clues to what is truly important to them
- How to use lagging & leading indicators for growth
- And lots more!
Resources:
- Connect with Rich on LinkedIn
- Learn more about ProAdvisorCoach
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right? Are 30-year retirement projections a righteous trick? Are financial professionals even listening? Join us for this fun, cheeky, and insightful chat featuring Carl Richards’ insightful commentary on the state of the advice profession.
Carl, Adam & Derek discuss:
- How Carl got into the financial industry by mistake
- What is a real financial planner?
- The neverending alignment of your use of capital (time money energy and attention) with what’s important to your clients = real financial advice. Everything else is a righteous trick.
- Real financial advice is under no threat of fee compression or going away. Being more human = solution to perceived threat
- How to be curious longer to give better advice/solutions.
- Are your clients climbing the wrong ladder?
- And lots more!
Resources:
- Connect with Carl on LinkedIn
- Check out the Behavior Gap website
- Buy Carl’s books: “The Behavior Gap” and “The One-Page Financial Plan”
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- Asset-Map
- LinkedIn: Adam Holt
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before it was mainstream and pioneered the CPA partnership model that has significantly contributed to his firm’s growth. Paul’s firm Integrated Partners is one of the fastest organic growth RIAs in the USA. Learn what Paul and his team are doing to achieve this growth and how they have mastered the FA/CPA partnership for collaborative advice and serving HNW clients.
Adam & Derek discuss:
- Why your clients’ timeline is more important than your own
- How to use your “VCR” for growth
- The importance of having a 25 year plan
- How to change your approach to succession planning
- How to form relationships with CPAs to double your practice without doubling your client count
- How building a financial services dream team is a lot like Dungeons & Dragons!
Resources:
- Connect with Paul on LinkedIn
- Check out Integrated Partners
- Paul’s book “Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm’s Elite Wealth Management Practice”
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Amit Dogra is nothing if he isn’t passionate! For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s led him to some strong beliefs on how we can improve our profession. Join us for a fun and passionate conversation!
Amit, Adam & Derek discuss:
- Why advisors are leaving mainstream firms in record numbers
- How advisors need to up their marketing game
- Why a Virtual/Remote presence is so important and the future of the profession
- How to attract new advisors into the industry with Brain Incentives
- Why most Succession Plans are just AUM Grabs
- Advisors are Entrepreneurs
- And lots more!
Resources:
- Connect with Amit on LinkedIn
- Follow Amit on Twitter
- Check out TruIndependence
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Summary:
Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.
Joe, Adam & Derek discuss:
- Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur
- Why being intentional is some important
- How to think strategically about building a scalable gifting system that’s as automated as possible
- Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform
- A special discount for financial advisors to use Greetabl
- And lots more!
Resources:
- Connect with Joe on LinkedIn
- Follow Joe on Twitter
- Check out Greetabl
- Special offer from Greetabl
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn. Kobus is well respected not only in his homeland, South Africa, but globally as a professional driving advisors forward. A big part of this is his mission to help transform our industry into a profession. Learn more about why this is so important and also how he is all-in with being a Virtual advisor and how he did it in 100 days!
Kobus, Adam & Derek discuss:
- How Kobus got started
- His addiction to South Africa
- Why it’s vitally important for advisors to shift from being in an industry to embracing our profession
- His experience with the pandemic and how he used it to transform his business to that of 99% virtual while traveling the world
Resources:
- Connect with Kobus on LinkedIn
- Follow Kobus on Twitter
- Follow Kobus on Instagram
- Connect with Kobus on the ProfileMe app
- Follow RethinkFA on LinkedIn
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful? Join Adam & Derek as they discuss the history of advisor attire and how it’s not like the past anymore. A fun chat that stemmed from a viral LinkedIn post where Derek cut his tie off and even got Sir Richard Branson to comment!
Adam & Derek discuss:
- Stories from the past
- The acceptable norm -what we used to wear and what we wear now
- Viral LinkedIn post on cutting a neck tie off
- How you dress says something about you
- How being authentic and stating a position that can be debated is great for marketing and brand building
- How being genuine is what people really want over nice clothes and flashy toys
- And lots more!
Resources:
- Follow RethinkFA on LinkedIn
- Derek’s viral LinkedIn “Cutting the Tie” post
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Publishing Tags:
Rethink, The Financial Advisor Podcast, Financial Advisor, Marketing, Future of Fintech, Money, Future, Design, Fintech, AdviceTech, Work-Life Balance
Hosted on Acast. See acast.com/privacy for more information.
There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right time for the right reasons. It can be argued that the USA has led the global industry & profession but perhaps this is not the case anymore.
Adam Holt & Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation & EB Distribution at Momentum in South Africa. Beki has been in the financial advice space for over 20 years and shares his perspective on the changing financial advice landscape in SA and globally. Beki is currently transitioning into his next endeavor to help drive our industry forward. This podcast episode represents Beki’s personal views and not those of Momentum.
Beki, Adam and Derek discuss:
- Changes driven by client needs and regulation
- New client expectations out of technology advancement
- Advisors needing to future proof their value proposition and stay relevant
- Advisors should be upskilling their technical advice skills (CFP certification) but also their digital marketing skills to stay top of mind.
- The massive void and opportunity created by advisors only focusing AUM fee schedules.
Resources:
- Follow RethinkFA on LinkedIn
Connect with Bekithemba Mafulela
- Connect on LinkedIn
- Follow on Twitter
- Follow Beki on Facebook
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- 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:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
Hosted on Acast. See acast.com/privacy for more information.
How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as they debate this question and hear from two expert guests that share some timely advice on how advisors can support their clients into living a meaningful life post 65. It’s more than just AUM and distribution planning but a comprehensive “relationship” model to truly support your clients throughout their retirement life & health spans. Jump in and listen to learn and take your practice to the next level!
Adam, Derek, Keena, and Dorothy discuss:
- Healthspan vs. Lifespan awareness
- Advisors should rethink the post 65 demographic as a profitable business niche
- The challenge & opportunity to grow AUM for clients in the distribution phase
- Do more than just “investments” for the 65+ demographic
- Change your question from “how many years left do I have to do X” to “how many more times do I have to do X?”
- Relationships over AUM lead to a profitable business
Resources:
- Follow RethinkFA on LinkedIn
- Connect with Keena Pettijohn on LinkedIn
- Connect with Dorothy Hinchcliff on LinkedIn
- Check out LifeLogixs
- Check out Rethinking 65
Connect With Derek and Adam:
- LinkedIn: Adam Holt
- LinkedIn: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
“It’s hard for two dudes to do that.” In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower to be more balanced with a diverse team of 50/50 female and male, they speak multiple languages and have a thoughtful age range of advisors to be relatable to their customers and stakeholders..
Listen as JR shares his journey as an advisor and how they have thrived by rethinking how to build a diverse practice that is able to truly relate to their clients in ways that a lot of firms haven’t been able to do.
Jump in and listen to how JR and his team have taken family (wealth/financial) planning for their clients to a new level by having male & female advisors support their clients and open up important conversations that typically may not be comfortable enough to have.
Adam, Derek, and Travis discuss:
- JRs transition from transactional to planning based
- JRs “giving up to grow” philosophy and embracing internships to grow
- Thoughts on transparency, health, and balanced schedules while promoting health throughout the team
- JRs thoughts on crypto
- “It’s hard for two dudes to do that”...
- America’s Got Talent and Derek singing in the shower…
Resources:
- Follow RethinkFA on LinkedIn
- Visit the Lerner Group at Hightower
- Connect with JR Gondeck on LinkedIn
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s “the way it’s always been done.” But this doesn’t have to be the case.
In this episode, Adam Holt & Derek Notman dig into work-life balance with special guest Dr. Travis Parry. Travis is a recovered financial advisor who has turned his professional and personal experiences into a thriving business to help financial advisors scale their business while also realizing an amazing balance.
Jump in and listen to the tragic event that Travis went through and how he turned it and his life into an amazing example of how to be successful without sacrificing your sanity!
Adam, Derek, and Travis discuss:
- Travis’ personal & professional journey
- Mistakes advisors make
- Actionable tips to achieving better work-life balance
- The “ego bomb” problem
- And a ton more!
Resources:
- Follow RethinkFA on LinkedIn
- Visit with Dr. Travis Parry
- Connect with Dr. Travis Parry on LinkedIn
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives. The highest adopted tools today are being brought to market by professionals who solved a niche problem for themselves.
In this episode, Adam Holt & Derek Notman dig into the shapers of the future of fintech. Adam and Derek share their personal experiences of starting Fintech companies, from the first moment of realization that there was a problem to solve, through field testing and idea honing, right through to future proofing and wondering, what comes next?
Adam and Derek discuss:
- Why adoption is the new innovation
- Who is designing the solutions to financial advisors' problems?
- Derek shares how Conneqtor went viral
- Adam explains the problem he hoped to solve for himself with Asset-Map
- How the best innovations come from field testing
- Are all-in-one platforms going to solve all advisor problems?
Resources:
- Follow RethinkFA on LinkedIn
- Episode 9: Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces
- Episode 20: The Risk of Advisor Complacency Featuring Aaron Klein
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- Asset-Map
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call
- Conneqtor
- LinkedIn: Conneqtor
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
“There are some things that money can’t buy”, Is marketing success one of those things?
In this episode, Adam Holt & Derek Notman invite Megan Carpenter, CEO & Co-Founder of FiComm Partners into the Rethink tank. Megan discusses what the future of marketing could look like. Along with the importance of establishing a target market.
Megan discusses:
- Why you can’t buy long term marketing success
- The importance of finding your niche market
- Her unique perspective on the advice market
- Why marketing is the primary driver for organic growth
- And more
Resources:
- Follow RethinkFA on LinkedIn
- Episode 9: Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces
- Episode 20: The Risk of Advisor Complacency Featuring Aaron Klein
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Connect with Megan Carpenter:
- LinkedIn: Megan Carpenter
- LinkedIn: FiComm Partners
- FiComm Partners
- Twitter: FiComm Partners
- Twitter: Megan Carpenter
- Facebook: FiComm Partners
About our Guest:
Megan Carpenter is CEO and Co-Founder of FiComm Partners, an award-winning agency for RIA firms and financial advisors. FiComm exists to expand the impact of financial advice by leading human-centred business change through New Skool marketing, PR, and advisor marketing education. Recognized as a top-4 Industry Disruptor in 2020 by WealthManagement.com, FiComm’s services allow advisors to lead with authenticity, target their focus and drive to commercial success.
Recently named to the Investment News 40 Under 40 list, Meg’s expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences. Her passion to promote the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group. She is also part of the Pledge 1% global movement, having pledged 1% of personal equity, profits, time and product to non-profits in the wealth management community. Current recipients of her Pledge are the CFP Board Center for Financial Planning, Foundation for Financial Planning and the Impact Forum. Megan began her career at John Hancock Financial Network before launching her own business, Caritative Wealth Consulting, at the age of 29. Megan merged her consulting business into her second business venture, FiComm Partners in 2014.
A regular blogger and spokesperson in the media on topics related to financial services marketing and communications, Megan is also a sought-after speaker at a wide range of industry events, including Schwab IMPACT, Pershing INSITE, Bob Veres’ Insider’s Forum, ECHELON Partners Deals and Deal Makers Summit, Riskalyze Fearless Investing Summit, InvestmentNews Best Practices Workshop and Top Advisory Firm Summit, In|Vest, FPA NorCal, MarketCounsel Summit, and the CFA Institute. In addition, she is a co-host of The New Skool podcast.
Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She sits on the Advisory Board of Absolute Engagement, a client engagement business, and the Board of Directors for the Los Angeles chapter of Entrepreneurs’ Organization (EO). Megan is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Regardless of our profession most of us at some point find ourselves asking the question:
If you could do it all again, what would you do?
In this episode, Adam Holt & Derek Notman chop it up in the Rethink tank by taking questions live from financial advisors on everything from mistakes made to what they would do differently if they re-started their career journey. Raw and unfiltered, don’t miss this fun conversation where you are sure to learn a thing or two.
Adam and Derek discuss:
- The importance of building an online brand
- Putting time and money into improving your business
- The understanding of who your brand and ideal clients are
- How pivoting to a remote work model improves productivity
- And more
Resources:
- Follow RethinkFA on LinkedIn
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Does timing matter when it comes to giving advice?
So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’t as focused on being proactive when it comes to providing financial advice to their clients as we would like or expect. Some guidance is more relevant to times-of-life (think retirement, or college, or having a family), whereas others are driven by tax or legal deadlines.
In this episode, Adam Holt and Derek Notman are joined by Philipp Hecker, CEO of Bento Engine & Dr. Meg Lurtz, Ph.D. in Personal Financial Planning. They discuss the importance of being proactive in providing clients with financial advice.
Meg & Philipp discusses:
- Being proactive with the timing of advice
- Why more advisors are focused on leading with advice than selling products
- The Jerry Maguire standard of care for clients
- And More!
Connect With Philipp Hecker:
- Linkedin: Philipp Hecker
- Linkedin: Bento Engine
- Twitter: Bento Engine
- Bento Engine
Connect With Dr. Meg Lurtz:
- LinkedIn: Dr. Meg Lurtz
- Meghaan@Kitces.com
- Kitces.com
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
About Our Guests:
Meghaan R. Lurtz, Ph.D. is a writer and senior research associate with Kitces.com, a blog dedicated to the practice of financial planning. Meghaan is also an educator, serving as a professor of practice at Kansas State University in their advanced financial planning track and as an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is a past President of the Financial Therapy Association. She has been quoted in New York Magazine, New York Times, Wall Street Journal, and presented for the BBC, CFPB and MDRT. She co-authored two chapters in the CFP Board's recent book, Financial Psychology. Her research has been published in the Journal of Financial Planning, Financial Planning Review, and the Journal of Consumer Affairs.
Meghaan earned her Ph.D. in Personal Financial Planning from Kansas State University, her M.S. in Industrial-Organizational Psychology from Capella University, and her B.A. in Psychology, Philosophy, and Spanish from Kansas University.
Philipp is CEO of Bento Engine, a FinTech at the intersection of technology and wealth management advice. Previously, he focused on defining and implementing client-centric growth strategies in the wealth and asset management industries. After completing his M.B.A. at Harvard Business School in 2002, he spent 5 years with the Boston Consulting Group in New York, before joining Deutsche Bank in 2007. At Deutsche Bank, he helped integrate and grow key U.S. acquisitions such as Bankers Trust, Alex Brown, and Scudder. Philipp joined J.P. Morgan in 2013, where he held several wealth management leadership positions through 2020, including Global Head of Strategy. He also launched and led J.P. Morgan’s Wealth Planning & Advice organization, which includes The Advice Lab, The Philanthropy Centre, and the firm-wide Goals-Based Advice teams.
Philipp is passionate about financial planning, behavioral finance, and teaching children about the important concepts of money and wealth. In his spare time, he enjoys German expressionist art, global travel, and squash, and he resides in CT with his wife, four young children, and black lab “Lou”.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Are you a fake Fiduciary?
The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it?
In this episode, Adam Holt and Derek Notman are joined by Tom Hegna. One of the most prolific industry speakers, Tom is considered by many an expert in Retirement Income and Security common sense! He comes to Rethink Tank to shed some light on the irony of the current attitudes towards “fiduciary” and sees a huge hole in most professionals' stories. He also provides some insight into the ins and outs of the financial advice market today and what consumers are really looking for from their professionals.
Tom discusses:
- Where the financial service market is currently at
- Why Fake Fiduciaries don’t look out for their client’s best interest
- Addresses why advisors survive less than 5 years in the insurance industry
- The Importance of knowing the product you’re promoting at the right time
- And More!
Resources:
- Follow RethinkFA on LinkedIn
- Paychecks and Playchecks: Retirement Solutions for Life
- Retirement Income Masters: Secrets of the Pros
- Paycheques and Playcheques: Retirement Solutions for Canadians
- Don’t Worry, Retire Happy! Seven Steps to Retirement Security
- Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians
Connect With Tom Hegna:
- Linkedin: Tom Hegna
- Linkedin: TomHegna.com
- Twitter: Tom Hegna
- tomhegna.com
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
About Our Guest:
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into 5 books.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available. And yet, advisors are telling us that they’re using legacy tools that are 5, 10 and 20 years old. Consider how this complacency is going to snowball as we move into digital-first consumer expectations.
In this episode, Adam Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken. We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.
Aaron discusses:
- The only strategy where human advisors beat robo advisors
- The importance of discussing risk with new and current clients
- The importance of finding the right tech, not all the tech
- The number of important insights that are only one-tech integration away
- And more
Resources:
- Follow RethinkFA on LinkedIn
Connect With Aaron Klein:
- Linkedin: Aaron Klein
- Linkedin: Riskalyze
- Twitter: Aaron Klein
- Twitter: Riskalyze
- Riskalyze
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
About Our Guest:
Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers anyone to become a fearless investor. The company is headquartered in Auburn, California and serves many thousands of financial advisors.
He is husband to Cacey Steward Klein, and dad to Spencer (born in South Korea), and Emma and Teddy (born in Ethiopia). Aaron and Cacey cofounded Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia.
Previously, Aaron was elected as a Sierra College Trustee three times and served from 2004-2016. He consistently gives his PR people heart attacks by tweeting at @AaronKlein.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
A digital tsunami is coming. This is your warning!
The major changes that are coming to the financial (digital) advisor are going to be disruptive in ways we've never seen before.
Adam Holt & Derek Notman welcome Jason Wenk, CEO and founder of Altruist, into the Rethink Tank to discuss the technology revolution and its inevitable impact on the financial advice market.
Adam, Derek, and Jason discuss:
- The inevitability of a digital revolution in the financial advice industry
- How to navigate the transfer of wealth to the next generation
- What it will mean to reinvent and spin up the flywheel, Amazon style.
- Transparency and putting prices on your website
- And more
Resources:
- Follow RethinkFA on LinkedIn
Connect With Jason:
- Linkedin: Jason Wenk
- Altruist
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
About Our Guest:
Jason Wenk is a serial entrepreneur, fin-tech executive, writer, math geek, financial advisor (RIA), and investment systems developer. He is the founder of Altruist, the first fully-integrated digital brokerage platform for financial advisors, and FormulaFolios, a quantitative investment research firm.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
As a financial advisor, does the number of followers you have on social media matter?
Well, if you’re trying to grow your advising business, the more people who hear your authentic voice the better, right? And, when it comes to social media, the growth potential is truly unlimited.
But how do you start to build a following? What about compliance?
In this episode, Adam Holt & Derek Notman are joined by Devin Banerjee in the Rethink Tank. Devin is the Editor at Large for business and finance at Linkedin. Together, they Rethink why having a following is so important for financial advisors and how you can start to build a following.
Devin discusses:
- The ability of technology to elevate human service
- The three major trends impacting the financial advisor market today
- The ABCDE framework for content creation
- Getting your authentic voice out there collaboratively with compliance
- And more
Resources:
- Follow RethinkFA on LinkedIn
- ABCDEF youtube music video by GAYLE
- Holderness Family Authentic VLOG
Connect With Devin Banerjee
- Linkedin: Devin Banerjee
- This Week in Finance by Devin Banerjee
- Human Capital by Devin Banerjee
Connect With Adam Holt:
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
- Schedule an Asset-Map Demo
Connect With Derek Notman:
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
- Schedule a Call with Derek
About Our Guest:
Devin Banerjee is editor at large at LinkedIn, covering business and leading finance coverage for its 800 million global members. Banerjee was previously an editor and reporter at Bloomberg, where he covered investment management before overseeing coverage of M&A and the private equity industry. Prior to that, he reported for The Wall Street Journal. He's an honors graduate of Stanford University and holds the Chartered Financial Analyst designation.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.
In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.
Joe Jordan discusses:
- The power in taking a client-centric approach
- The advisor evolution from a sales culture to a service culture
- The importance of taking a story-first approach in advising
- The value in helping your clients find vocation in retirement
- And more
Resources:
- Follow RethinkFA on LinkedIn
- Joseph Jordan Stories (as mentioned in the Pod)
Connect With Joe Jordan:
- Linkedin: Joe Jordan
Connect With Adam Holt:
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
- Schedule an Asset-Map Demo
Connect With Derek Notman:
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
- Schedule a Call with Derek
About Our Guest:
Joe Jordan, inspirational speaker, and behavioral finance expert is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Is it possible that the biggest influence on investor outcomes is their own behavior? How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoken.
Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.
Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, a best-selling author and keynote speaker.
Daniel Crosby discusses:
- How to quantify the value advisors have
- The implications behavior has on financial outcome
- The importance of trust in the financial advisor market
- How to win by out-competing on the human side of money
- And more
Resources:
- Follow RethinkFA on LinkedIn
- The Behavioral Investor by Daniel Crosby
- Advisors add 2.88% in value, study finds
Connect With Daniel Crosby:
- Linkedin: Daniel Crosby
- Orion Advisors: Daniel Crosby
Connect With Adam Holt:
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
About Our Guest:
Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
What do Life Planning and Dream of Freedom have to do with being a Fiduciary?
In this episode, Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.
George discusses:
- Shares how he views the financial advice market today
- Opportunities that advisors are missing in the financial space
- Actionable steps that advisors can take to use unleash fiduciary mindset
- How we can save the planet!
- And more
Resources:
- Follow RethinkFA on LinkedIn
Connect With George Kinder:
- info@kinderinstitue.com
- Kinder Institute
- LinkedIn: Kinder Institute
- Twitter: Kinder Institute
- Free book! @ GeorgeKinder.com
- LinkedIn: George D Kinder
- Twitter: George D Kinder
- Instagram: George_Kinder
Connect With Adam Holt:
- support@asset-map.com
- 888-664-8850
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
- Conneqtor
- LinkedIn: Derek Notman
- LinkedIn: Conneqtor
- Twitter: Derek Notman
- Twitter: Conneqtor
- Facebook: Conneqtor
- YouTube: Derek Notman
About Our Guest:
Internationally recognized as the father of the Life Planning movement, the Harvard-educated George Kinder revolutionized financial advice for over 30 years by training thousands of professionals globally in the field of financial Life Planning. He founded Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. George is the author of seven books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You; a book on mindfulness, Transforming Suffering into Wisdom; his recently acclaimed, A Golden Civilization & The Map of Mindfulness; and two books of poetry and photography, including his latest project, Reflections on Spectacle Pond.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending. With all of the effort placed on accumulation funding, the demographics of world population dictate that distribution planning will become the hottest topic in the next decade. Concerns about mortality, interest rates, inflation, dividend yields, real estate and … Continue reading 14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader? In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) … Continue reading 13. Rethink: Attracting Ideal Clients as a Thought Leader →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor. In this episode, Adam Holt & Derek Notman share a list of ten things … Continue reading 12. 10 Things Advisors Shouldn’t Do (Just sayin’) →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial mindset. Adam and Derek speak to their own experiences and discuss how an … Continue reading 11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination? In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, … Continue reading 10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”? In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to … Continue reading 9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
When building your marketing brand – what should you pay for and what should you not pay for? When you chose to get into the financial advice industry, marketing was probably the last thing on your mind, however, it is a critical part of your brand awareness today. In this episode, Adam Holt & Derek … Continue reading 8. Rethink: Paid vs Organic Digital Marketing →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence? In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change … Continue reading 7. Rethink: Marketing Vs. Prospecting →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
On a sports team, every role is important to reaching a goal, and the financial space is no different. The question is, are you one of the star players or are you the head coach? In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you … Continue reading 6. Rethink: Are You a Star Player or Team Coach? →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry? In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen … Continue reading 5. Rethink: Financial Advice a Luxury or Necessity? →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push. The way you respond to the change is going to set you apart from the other advisors that are doing the same thing. In this episode, Adam Holt & Derek Notman discuss … Continue reading 4. Rethink: Brick and Mortar vs. Remote →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Technology is changing. It is adapting and doing things that were once never thought possible. So, that brings us to this question – who is going to win? The Financial Advisor or the Robo-Advisor? In this episode, Adam Holt & Derek Notman go into detail about how robo-advice is changing the financial industry, and how … Continue reading 3. Rethink: Human vs The Robo-Advisor →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Are you an advisor who sells, or a salesperson who advises? Making that distinction is absolutely vital for you as someone working in the financial advising industry. In this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about … Continue reading 2. Rethink: Financial Advice vs. Sales →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
It’s time to rethink what it means to be a financial advisor in the 21st century. Advisors and clients want something more, join us as we examine and pick apart the status quo and question everything. Introducing Rethink: The Financial Advisor Podcast In this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The … Continue reading 1. Rethink: Change is Coming →
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.