Tag Archives: Rethink

4. Rethink: Brick and Mortar vs. Remote

August 12, 2021Education, Finance, Financial Services, Fintech, UncategorizedFinancial Advice, Financial Advisor, Remote Meetings, Rethink, The Financial Advisor Podcast, Virtual Meetingsrethinkfinancialadvisorpodcast

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

July 30, 2021Education, Finance, Financial Services, Fintech, UncategorizedFinancial Advice, Financial Advisor, Identity, Lead With Advice, Rethink, Robo-Advice, Robo-Advisor, Technology, The Financial Advisor Podcastrethinkfinancialadvisorpodcast

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

July 15, 2021Education, Finance, Financial Services, Fintech, UncategorizedAsset Map, Conneqtor, Financial Advice, Financial Advisor, Professional Identity, Rethinkrethinkfinancialadvisorpodcast

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

Connect With Adam Holt:

Connect With Derek Notman:

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