Cover image of Rethink. Financial Advice

Rethink. Financial Advice

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicin... Read more

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Ranked #1

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Scaling Financial Advice 3.0 Featuring Michael Lecours

Scaling Financial Advice 3.0 Featuring Michael Lecours

Are financial advisors unknowingly committing malpractice?How is our industry & profession changing? What can we lea... Read more

4 Aug 2023

40mins

Ranked #2

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What is your Financial Religion? Featuring Josh Curtis

What is your Financial Religion? Featuring Josh Curtis

Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all oth... Read more

12 Jul 2023

40mins

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Ranked #3

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The biggest challenge facing wealth management with Derek Notman and Adam Holt

The biggest challenge facing wealth management with Derek Notman and Adam Holt

What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 differ... Read more

28 Jun 2023

54mins

Ranked #4

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Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman

Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman

Why is the financial services industry always slow to innovate?Bob in Idaho recently asked us via a community question “... Read more

14 Jun 2023

34mins

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Ranked #5

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Overcoming Financial Vulnerabilities featuring Michael Liersch

Overcoming Financial Vulnerabilities featuring Michael Liersch

Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understan... Read more

31 May 2023

41mins

Ranked #6

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The Future of Agency Featuring Mark Pfaff

The Future of Agency Featuring Mark Pfaff

Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to... Read more

24 May 2023

34mins

Ranked #7

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Communicating your higher calling featuring Chuck Garcia

Communicating your higher calling featuring Chuck Garcia

How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when w... Read more

3 May 2023

33mins

Ranked #8

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Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)

Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)

We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique pe... Read more

19 Apr 2023

40mins

Ranked #9

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Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)

Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to... Read more

5 Apr 2023

41mins

Ranked #10

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Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43

Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43

Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since ... Read more

22 Mar 2023

35mins

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