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 … <a href="https://rethinkfinancialadvisorpodcast.blubrry.net/2021/08/12/4-rethink-brick-and-mortar-vs-remote/" class="more-link">Continue reading 4. Rethink: Brick and Mortar vs. Remote →</a><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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 … Continue reading 4. Rethink: Brick and Mortar vs. Remote → Hosted on Acast. See acast.com/privacy for more information.

The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push.&nbsp; 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 &amp; Derek Notman discuss … <a href="https://rethinkfinancialadvisorpodcast.blubrry.net/2021/08/12/4-rethink-brick-and-mortar-vs-remote/" rel="noopener noreferrer">Continue reading 4. Rethink: Brick and Mortar vs. Remote →</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

4. Rethink: Brick and Mortar vs. Remote

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, 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 advisors, 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.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Business

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Self-Improvement

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, 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 advisors, 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. Hosted on Acast. See acast.com/privacy for more information.

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, 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 advisors, 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. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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4. Rethink: Brick and Mortar vs. Remote

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