Monthly Archives: August 2021

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5. Rethink: Financial Advice a Luxury or Necessity?

Education, Finance, Financial Services, Fintech, Uncategorized, , , ,

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 as luxuries for wealthy individuals are now becoming more common to the mass market, and how advisors should respond to the change.

Adam & Derek discuss:

  • The shift to financial services becoming more common to the mass market
  • Services that the wealthiest clients once used and what is happening with those services today
  • What financial advisors should be doing so they continue to add value while luxuries become necessities 
  • How advisors should add human value – especially when working with a team of professionals 
  • And more

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4. Rethink: Brick and Mortar vs. Remote

Education, Finance, Financial Services, Fintech, Uncategorized, , , , ,

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 what the impacts of moving entirely to remote practices could have on advisors who are not prepared to set themselves apart. Adam and Derek speak about their successes of going virtual, and offer you some takeaways so you can learn from their experience!

Adam & Derek discuss:

  • What made them do a majority of client meetings remotely before it became popular
  • The importance of finding the hybrid ‘sweet spot’ between brick and mortar and virtual
  • Why having professional virtual meetings is just as important as in person
  • Things you could be doing now to prepare yourself for the prolific virtual workplace
  • And more

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Connect With Derek Notman:

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