Tag Archives: Asset Map

The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)

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

Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available.  And yet, advisors are telling us that they’re using legacy tools that are 5, 10 and 20 years old.  Consider how this complacency is going to snowball as we move into digital-first consumer expectations.  

In this episode, Adam Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken.  We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.  

Aaron discusses:

  • The only strategy where human advisors beat robo advisors
  • The importance of discussing risk with new and current clients
  • The importance of finding the right tech, not all the tech
  • The number of important insights that are only one-tech integration away
  • And more

Resources:

Connect With Aaron Klein:

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About Our Guest:

Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers anyone to become a fearless investor. The company is headquartered in Auburn, California and serves many thousands of financial advisors.

He is husband to Cacey Steward Klein, and dad to Spencer (born in South Korea), and Emma and Teddy (born in Ethiopia). Aaron and Cacey cofounded Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia.

Previously, Aaron was elected as a Sierra College Trustee three times and served from 2004-2016. He consistently gives his PR people heart attacks by tweeting at @AaronKlein.



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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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Connect With Derek Notman:

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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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Connect With Derek Notman:

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