Afleveringen

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

    Resources:

    Follow Jamie Hopkins on LinkedInFollow Jamie Hopkins on X/TwitterCheck out Bryn Mawr Capital ManagementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

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  • 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 entrepreneurThe 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 DadsInsights from OG REBL Dad Sir Richard BransonAnd lots more!Resources:Following REBL Dads on LinkedInCheck out the REBL Dads websiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

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  • 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 productWhy 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 withThe 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 LinkedInCheck out Brad’s Do Business Do Life podcastLearn more about Triad PartnersFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • 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 technologyThe entire business model can be revolutionizedReplacing manual intervention with technologyHow Advisors should be doing the things a client isn’t forced to doAdvocating for tech within your firm and actually using itChanging the pace of your practice with technologyA greater digital/virtual experienceBill’s new book, Investment Tax Guide

    Resources:

    Follow Bill Harris on LinkedInFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-Map

    Connect With Derek Notman:

    Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • What’s the best way to add alpha to your practice?

    Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.

    In this episode Craig, Adam and Derek chat about:Evolving Financial Advice and Client ExperienceFinancial Advisors' Value Demonstration ChallengesTechnology's Role in Financial Advice EvolutionDigital Advice Preferred, Human Advice Still NeededTechnology's Impact on Financial Services Client InteractionsEnhancing Client Interactions: Tech and Communication StrategiesData-Driven Client Engagement StrategiesAnd actionable steps you can implement today!Resources:Connect with Craig Martin on LinkedInCheck out the J.D. Power Wealth Intelligence website and dataCheck out some interesting data from the AdviceTechLive/J.D. Power Advice 3.0 PresentationFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekSchedule a Couplr DemoCouplr AILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • How digitally intimate are you with your potential and current clients?

    What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go!

    In this episode Jason, Adam and Derek chat about:Digital Engagement in Financial AdviceThe need for better digital engagement with clientsUsing diversification to reduce your earning risk, and conflicts of interest, as an advisorThe shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needsDigital Engagement: Transparent, Visual, EfficientThe Future of Financial Planning: Collaboration and AIDocumenting Processes and Modern Client ExperienceTrust, Alignment, and Digital Intimacy in Advisor-Client RelationshipsAnd more!Resources:Connect with Jason Pereira on LinkedInCheck out Jason on jasonpereira.caLearn more about the Advisor Tech ExpoFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • The outsider that became an insider

    Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe there are things we can do better or differently. Join us as we unpack this and other Eric-ism’s in this fun and thought provoking episode.

    In this episode Eric, Adam and Derek chat about:Transplants from other industries see more clearlyTwo camps of biases both built around productsUsing diversification to reduce your earning risk, and conflicts of interest, as an advisorHow the Compensation issue can be solved by DiversificationHow the solopreneur is an endangered speciesBecoming compensation agnostic to be able to offer Financial Advice 1.0, 2.0, 3.0.And more!Resources:Connect with Eric McDermott on LinkedInCheck out Eric on Social via NēXTpectations®Follow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • Who’s better equipped to serve clients; independent financial advisors or large established companies?

    With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.

    In this episode Richard, Adam and Derek chat about:Planning is critical for the marketAutomating to get speed to marketTech ignorance is a career warning lightTech still has no empathyGoldman Sachs as a Service (GSaaS)The similarities between military planning and financial planningThe enemy always gets a voteAnd more!

    Resources:

    Connect with Richard Lofgren on LinkedInFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?

    With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.

    In this episode Liz, Adam and Derek chat about:The growing importance of human and personalized adviceThe need for the human touch is growingWhy empathy, active listening, problem solving and expertise in new areas like family dynamics and teaching teams is so importantDeveloping people and talent on both a personal and professional levelWhat Liz and her team are seeing and learning from working with thousands of top producing advisors across the countryThe need to evolve your approach for the client of tomorrowThe growing expectations of clientsAnd a lot more!Resources:Connect with Elizabeth Koehler on LinkedInCheck out the BlackRock Advisor CenterFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • Is tech actually helping societal well-being?

    With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for over 45 million Americans and all the talk about AI in the wealth management space we were really keen to answer this question. Join us as we speak with industry and fintech veteran, Marc Butler, who was doing wealth tech before it even had a name, as we chat about the the use and importance of tech when it comes to the financial well-being of society on a whole.


    In this episode Marc, Adam and Derek chat about:

    The enormity of the underserved markets401k millionaires (or lack there of), running out of money, and how tech can help advisors help more peopleA boots-on-the-ground example of a potential retirement crisis for millions of peopleAdvisors don't sign up to become technologistsIs 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 LinkedInCheck out Marc Butler ConsultingLearn more about Wealth Management GPTFidelity report courtesy of MorningstarFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Couplr demoLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • Are financial advisors unknowingly committing malpractice?

    How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.

    In this episode we discuss:Bedside Manner and Malpractice, Doctors leaving the clamp in the body.  Leveraging Processes despite our egos and familiarity with the job trying to get in the wayScale - delegation requires process when the expert is busyShowing our value in a competitive market/transparent at scaleAdvisor 3.0-... An Aspirational shiftFinancial Services 1.0. Agents and Reps: Solution sales with needs analysisFinancial Planning 2.0. Product led Financial Planners (sales enablement) and AdvisersPreventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactiveThe shift to multiple review meetings to spread out the focus over timeResources:Connect with Mike Lecours on LinkedInLearn more about fpPathfinderFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as we dive into financial religion with special guest Josh Curtis who shares his experience of growing up in a cult and its many similarities to the financial services world. A thought provoking conversation sure to have you rethinking your own financial religion.


    In this episode Josh, Adam and Derek chat about:

    Financial cults and why do they exist?Stigmas associated with the different financial religionsFee only vs. flat fee vs. commission vs. captive - which religion is best?Fighting between different religionsCan a financial atheist provide long term value to clients?The importance of belief systemsLeading with advice and connecting on a human level means listening first while not putting your beliefs on othersThe important differentiation between Educating and Serving clientsCan 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 LinkedInDownload the Religious Financial Services PDFLearn more about the Portfolio Waterfall strategyFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • 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 talentDeepening client relationships with AlternativesThe importance of a holistic peace of mind processDistribution planningA lack of financial educationPaying more attention to the digital client experience and AIMentorship programsAccessing your dataRealtime Wealth ManagementDifferentiation as an advisorAnd lots more!

    Resources:

    Follow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • 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 firmWhat motivates enterprises to bring in new innovation?The disruption of tech/event by competitor and out innovating themRecommendations 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 volumeAn influential group in the org is demanding it (management, compliance, etc. )The power of innovation sandboxes like Mass Challenge, Fintech Incubators, and Innovation teamsChange management requires getting momentum with peopleAnd lots more!

    Resources:

    Follow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.

  • 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 muse 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 playThe best definition of what an advisor does for clientsA time tested repeatable processSpeaking a language clients can understand in jobs to be doneAnd lots more!

    Resources:

    Connect with Michael Liersch on LinkedInCheck out LifeSync by Wells FargoFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: 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 been3 Things Advisors, Companies, and both together don’t see comingWhere 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 advisorsAnd lots more!

    Resources:

    Follow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: 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 yourselfHow most people don't really understand "financial advice" and the importance of educating before advisingSlowing down to seek understanding and that you don't have to agree, or get louder, to have an understandingCommunicating your higher calling as a financial advisor with your clientsGratitude for life, experiences, and survivalAnd a lot more!

    Resources:

    Connect with Chuck Garcia on LinkedInFollow Chuck Garcia on TwitterCheck out Chuck’s websiteGet Chuck’s bookFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: 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 worldA symbiotic relationship between regulation and tech needs to exist to really achieve the highest levels of regulation with the latest techAmazon 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 GlassesAnd lots more!

    Resources:

    Connect with Ian McKenna on LinkedInFollow Ian McKenna on TwitterLearn more about the Financial Technology Research CentreCheck out AdviserSoftware.comLearn more about ProtectionGuroFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankRethink Podcast on YouTube

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltFacebook: Asset-MapTwitter: Asset_Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: 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 industryHow there are lots of gaps on what clients are getting versus what they are looking for and expectingWhat about your business is marketable?Why Health & Wealth content is so much more interesting and consumable content for people than market updatesBringing a more sensory experience to your clients with their moneyBeing the Canyon Ranch of financial wellness for your clientsAnd lots more!

    Resources:

    Fidelity Investments 2022 Investor Insights Study Edelman Financial Engines StudyHow to include your fees on your website -best practices blog postConnect with Samantha Russell on LinkedInFollow Samantha Russell on TwitterLearn more about FMG for AdvisorsFollow RethinkFA on LinkedIn

    Connect With Adam Holt:

    Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: 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 wellnessHow 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 feelBringing a more sensory experience to your clients with their moneyHow Money is a mirror of the relationship we have with ourselvesThe importance of helping clients feel safe and secure in their here and now, not just pushing happiness into the futureAnd lots more!

    Resources:

    Connect with Catherine Morgan on LinkedInLearn more about Catherine’s mission to help 1 million womenFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map [email protected] Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map 

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor 

    Hosted on Acast. See acast.com/privacy for more information.