In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.

• Organic growth versus consolidation
• How we need to get back to sales and training the next generation of advisors how to do it
• The low percentage of time advisors are focused on sales
• PE’s role in growth
• And more

Resources:

•  Follow RethinkFA on LinkedIn

Connect With Joe Duran:

• Follow Joe Duran on LinkedIn
• Learn more about Rise Growth Partners

Connect With Adam Holt:

• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• LinkedIn: Derek Notman
• Check out Couplr.AI

About Our Guest:

Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.

In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.

Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals.

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In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat about our obsession with technology over humanity.  A fun conversation covering things from to differentiate ourselves through stories to what people (clients) actually want.

• Coming up with a different elevator pitch
• Creating focus time and disconnecting from digital
• Focusing on less technology and more conversations
• Getting clear on what problem you solve and who you solve it for
• And more

•  Follow RethinkFA on LinkedIn

• Follow Derrick Kinney on LinkedIn
• Check out SuccessForAdvisors.com

• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

• Check out Couplr AI
• LinkedIn: Derek Notman

Derrick Kinney is a financial educator, author, and speaker known for simplifying complex financial topics. He founded and led Derrick Kinney & Associates, a financial planning firm, for over 25 years before selling it to focus on broader financial education initiatives. As the CEO of Good Money Framework and host of the Good Money Podcast, Kinney encourages individuals to earn more and leverage their wealth for positive impact. His book, "Good Money Revolution," is a Wall Street Journal and USA Today bestseller. Kinney has been featured on major media outlets, including CNBC, FOX News, CNN, and The Wall Street Journal.

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Peering into the future from a product leader's perspective.

In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice.  We cover everything from their service orientated model to support advisors to how AI is quickly accelerating.  Jump in and learn how an industry insider sees advice today and where it’s headed.

We talk about:

• Scale efficiency with open architecture
• AI supporting Advisors
• TradePMR’s acquisition by Robinhood and the future of human advice
• Leveraging open APIs from vendors to drive innovation
• The speed of AI and how if you don’t pay attention you will be left behind
• And more

Resources:

• Follow Jon Patullo on LinkedIn
• Learn more about TradePMR RIA Custody Services
• Follow RethinkFA on LinkedIn

Connect With Adam Holt:

• [email protected] 
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Check out Couplr AI
• LinkedIn: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies.  Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.

We talk about:

• Private equity (PE) firms impact on the wealth management landscape - 
• How RFG advisors are Organically growing at 20 percent year-over-year.  
• Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
• The Importance of technology in reducing operational burdens
• The $30 trillion wealth transfer to women
• The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
• AI's potential impact on marketing and operational efficiency
• And more

• Follow Abby Salameh on LinkedIn
• Learn more about RFG Advisory
• Follow RethinkFA on LinkedIn

• [email protected] 
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

• Check out Couplr AI
• LinkedIn: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.

We chat about:

• The shift in financial advice
• The error of neglecting life insurance
• The complexity of insurance products
• Regulatory & Market issues
• The Consumer Disconnect
• Advice for improving our Industry
• Recommendations for Financial Planners and AUM RIAs
• And more

Resources:

•  Follow RethinkFA on LinkedIn

Connect With Tony Steuer:

• Follow Tony on LinkedIn
• Join Tony’s Money Club on his website
• Buy Tony’s Book: Questions and Answers on Life Insurance

Connect With Adam Holt:

• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Couplr AI
• LinkedIn: Derek Notman

About Our Guest:

Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast. 

Hosted on Acast. See acast.com/privacy for more information.

Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15.  Find out what George has been up to, the stance he’s taking on what it means to be a Fiduciary and how he would like to see it applied to society, and learn about his new book!

• Salespeople/media (short term thinking) VS Fiduciaries/planners (long term thinking) - But being a salesperson, like most advisors startout as is all about short term survival, hard to move to long term think when I can’t pay rent.
• How can we not have a fiduciary civilization when we are global?
• Fiduciary means a steward of other’s best interests (not our own) and how Human beings are naturally selfish - how can we have both?
• Corporations can be more than fiduciaries to their shareholders
• The Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymore
• Altruist ideals vs. Human self interest on a global scale
• Limited liability is the root cause of removed responsibility (protection from personal responsibility)
• And lots more!

• Follow George Kinder on LinkedIn
• Check out George Kinder.com and his new book “The Three Domains of Freedom”
• Check out the Kinder Institute of Life Planning Website
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all. This is a fun episode that Adam recorded in person with Breanna at the SHIFT conference while Derek was traveling in South Africa. In this episode, Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Learn how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients. Tune in for groundbreaking insights that could reshape how you think about money and life.

In this episode Breanna, Adam and Derek chat about:

• Questioning your Why for everything
• Customer experience
• Empathy
• Money, stress, and wellness
• Investor behavior and fear around money and how it relates to returns
• What are clients willing to pay for?
• How our self worth is tied up in money
• Your and your clients money mindset
• How to change peoples lives and drive better outcomes
• And lots more!

Resources:

• Follow Breanna Blaney on LinkedIn
• Follow Dimensional on LinkedIn
• Check out Dimensional's Website
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

Connect With Derek Notman:

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

What does the future of financial education look like and how will it impact the growth of your business?  Let’s find out from the leaders in financial education as we chat with our friend George Nichols III, President and CEO of The American College of Financial Services. George helps us understand what they are seeing on a national level when it comes to shifting consumer expectations and how the College is evolving to meet these demands while also expanding their support to advisors to help them thrive. And…learn more about the exciting partnership announcement between the College and Couplr AI!!  

• Why too many advisors fail to meet what clients need & want
• How we need to do a better job paying attention to what clients want and need and delivering on them
• The trend of more successful advisors
• The transfer of wealth opportunity/challenge
• Time to Rethink the commission and incentive structure
• The industry needs to speed up to meet the expectations of the client
• The American College of Financial Services partnership with Couplr AI
• And lots more!

• Follow George Nichols III on LinkedIn
• Follow George Nicholls III on X/Twitter
• Learn more about The American College of Financial Services
• The College & Couplr AI Press Announcement
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

Can satisfaction be high with low engagement?  How can financial professionals help clients better engage in the financial planning process?  Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors.  If you’re looking to grow then this is a topic you don’t want to miss.

• Client satisfaction vs. engagement
• The knowing/doing gap
• Advisors being in the relationship business but not getting formal relationship training
• How to build relationships with under engaged spouses
• Communication and rapport building and setting the expectations up front
• Looking in the mirror to better serve your clients
• And lots more!

• Follow Ashley Quamme on LinkedIn
• Follow Ashley Quamme on X/Twitter
• Learn more about Ashley’s services at Beyond the CFP
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day.  Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.

• The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planning
• Estate planning is an Everybody problem
• Wealth Transfer - a huge opportunity for estate planning
• Expanding your services
• Do advisors have their own estate planning done?
• When was the last time a client reviewed their estate planning they previously did?
• Can you help your younger clients with estate planning to get introduced to their older parents? 
• The lack of education and good old procrastination - main reasons clients don’t have an estate plan.  
• And lots more!

Resources:

• Follow Cody Barbo on LinkedIn
• Follow Cody Barbo on X/Twitter
• Check out the Trust & Will solution for Financial Advisors
• Check out Trust & Will for consumers
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• Facebook: Asset-Map
• Twitter: Asset_Map

Connect With Derek Notman:

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.