Category Archives: Uncategorized

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7. Rethink: Marketing Vs. Prospecting

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

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 what has been the norm for so many years. Adam and Derek speak about how marketing can fit into your personal identity and help you stand out from the crowd.

Adam & Derek discuss:

  • The effectiveness of prospecting and marketing
  • The consumer reactions to prospecting and how marketing fits in
  • How you could leverage both prospecting and marketing as a younger advisor
  • Things you can take away and start implementing into your practice
  • And more

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6. Rethink: Are You a Star Player or Team Coach?

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

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 assist clients and use the analogy of sports to help you understand it better. Adam and Derek speak about how each role is equally as important, but knowing where you fit in can take your client services to the next level.

Adam & Derek discuss:

  • The financial roles on a team and how they compare to their sports analogy
  • How to coordinate your team around different types of clients
  • How to use your identity to lay out expectations for yourself and your clients
  • What you can do to define yourself as a player or coach and how to build the perfect team around you
  • And more

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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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3. Rethink: Human vs The Robo-Advisor

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

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 it is important as financial advisors to remain competitive. Adam and Derek speak about how technology is changing financial advising, and how it’s influencing consumers.

Adam & Derek discuss:

  • Robo-advice, and how its been integrated into the financial industry
  • The importance of human connection in financial planning
  • Why advisors need to find their differentiator
  • How you can use technology in creating your personal identity
  • And more

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2. Rethink: Financial Advice vs. Sales

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

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 their own personal experiences of defining their identity and aim to help you define yours.

Adam & Derek discuss:

  • How the financial space has been defined and how it can be rethought moving forward
  • The importance of complete transparency with your clients
  • How pay structures fit into your ability to define your professional identity
  • Technology and robo-advice within the financial advising industry
  • And more

Resources:

Life Insurance Field Distribution Market Study

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1. Rethink: Change is Coming

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

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 duo share their stories, starting as advisors to becoming FinTech CEOs, and their journey to finding the need to rethink what it means & takes to thrive as a financial advisor in the 21st century.  Join Adam and Derek as they discuss challenging the status quo and have fun doing it!

Adam & Derek discuss:

  • Why they believe we need to rethink our industry
  • Their stories of becoming entrepreneurs within the FinTech space
  • The importance of mentorship within the financial industry and how this podcast could act as your ‘mini mentor’
  • What to expect from the duo with this show
  • And more

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