Rethink. The Financial Advisor podcast

Fintech CEOs Adam Holt & Derek Notman host Rethink. the Financial Advisor podcast. With decades of real-world experience as veterans 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.

Skip to content
  • About Us
  • Subscribe to Podcast

Coming Soon

May 28, 2021Uncategorizedrethinkfinancialadvisorpodcast
https://media.blubrry.com/rethinkfinancialadvisorpodcast/ins.blubrry.com/rethinkfinancialadvisorpodcast/Rethink_Coming_Soon.mp3

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Post navigation

1. Rethink: Change is Coming →

Visit Conneqtor

Visit Asset+Map

Subscribe to Podcast

Apple PodcastsAndroidby EmailRSSMore Subscribe Options

Recent Posts

  • Can you buy Marketing Success? With Megan Carpenter (Ep 24)
  • Ask Us Anything – If You Could Start Over (Ep 23)
  • Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)
  • Are you a Fake Fiduciary with Tom Hegna (Ep 21)
  • The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)

Powered by PowerPress Sites.