Rethink. Financial Advice

FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before it was mainstream and pioneered the CPA partnership model that has significantly contributed to his firm’s growth. Paul’s firm Integrated Partners is one of the fastest organic growth RIAs in the USA. Learn what Paul and his team are doing to achieve this growth and how they have mastered the FA/CPA partnership for collaborative advice and serving HNW clients.

Paul, Adam & Derek discuss:

• Why your clients’ timeline is more important than your own
• How to use your “VCR” for growth
• The importance of having a 25 year plan
• How to change your approach to succession planning
• How to form relationships with CPAs to double your practice without doubling your client count
• How building a financial services dream team is a lot like Dungeons & Dragons!

Resources:

• Connect with Paul on LinkedIn
• Check out Integrated Partners
• Paul’s book “Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm’s Elite Wealth Management Practice”
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• support@asset-map
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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Amit Dogra is nothing if he isn’t passionate!  For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s led him to some strong beliefs on how we can improve our profession.  Join us for a fun and passionate conversation!

Amit, Adam & Derek discuss:

• Why advisors are leaving mainstream firms in record numbers
• How advisors need to up their marketing game
• Why a Virtual/Remote presence is so important and the future of the profession
• How to attract new advisors into the industry with Brain Incentives
• Why most Succession Plans are just AUM Grabs
• Advisors are Entrepreneurs
• And lots more!

Resources:

• Connect with Amit on LinkedIn
• Follow Amit on Twitter
• Check out TruIndependence
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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Summary: 

Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.

Joe, Adam & Derek discuss:

• Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur
• Why being intentional is so important
• How to think strategically about building a scalable gifting system that’s as automated as possible
• Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform
• A special discount for financial advisors to use Greetabl
• And lots more!

Resources:

• Connect with Joe on LinkedIn
• Follow Joe on Twitter
• Check out Greetabl
• Special offer from Greetabl
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn.  Kobus is well respected not only in his homeland, South Africa, but globally as a professional driving advisors forward.  A big part of this is his mission to help transform our industry into a profession.  Learn more about why this is so important and also how he is all-in with being a Virtual advisor and how he did it in 100 days!

Kobus, Adam & Derek discuss:

• How Kobus got started
• His addiction to South Africa
• Why it’s vitally important for advisors to shift from being in an industry to embracing our profession
• His experience with the pandemic and how he used it to transform his business to that of 99% virtual while traveling the world

Resources:

• Connect with Kobus on LinkedIn
• Follow Kobus on Twitter
• Follow Kobus on Instagram
• Connect with Kobus on the ProfileMe app
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful?  Join Adam & Derek as they discuss the history of advisor attire and how it’s not like the past anymore.  A fun chat that stemmed from a viral LinkedIn post where Derek cut his tie off and even got Sir Richard Branson to comment!

Adam & Derek discuss:

• Stories from the past
• The acceptable norm -what we used to wear and what we wear now
• Viral LinkedIn post on cutting a neck tie off
• How you dress says something about you
• How being authentic and stating a position that can be debated is great for marketing and brand building
• How being genuine is what people really want over nice clothes and flashy toys
• And lots more!

Resources:

• Follow RethinkFA on LinkedIn
• Derek’s viral LinkedIn “Cutting the Tie” post
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

Publishing Tags: 

Rethink, The Financial Advisor Podcast, Financial Advisor, Marketing, Future of Fintech, Money, Future, Design, Fintech, AdviceTech, Work-Life Balance

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There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right time for the right reasons. It can be argued that the USA has led the global industry & profession but perhaps this is not the case anymore.

Adam Holt & Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation & EB Distribution at Momentum in South Africa. Beki has been in the financial advice space for over 20 years and shares his perspective on the changing financial advice landscape in SA and globally. Beki is currently transitioning into his next endeavor to help drive our industry forward. This podcast episode represents Beki’s personal views and not those of Momentum.

Beki, Adam and Derek discuss:

• Changes driven by client needs and regulation
• New client expectations out of technology advancement
• Advisors needing to future proof their value proposition and stay relevant
• Advisors should be upskilling their technical advice skills (CFP certification) but also their digital marketing skills to stay top of mind.
• The massive void and opportunity created by advisors only focusing AUM fee schedules.

Resources:

• Follow RethinkFA on LinkedIn

Connect with Bekithemba Mafulela

• Connect on LinkedIn
• Follow on Twitter
• Follow Beki on Facebook

Connect With Adam Holt:

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

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 

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How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as they debate this question and hear from two expert guests that share some timely advice on how advisors can support their clients into living a meaningful life post 65. It’s more than just AUM and distribution planning but a comprehensive “relationship” model to truly support your clients throughout their retirement life & health spans. Jump in and listen to learn and take your practice to the next level!

Adam, Derek, Keena, and Dorothy discuss:

• Healthspan vs. Lifespan awareness
• Advisors should rethink the post 65 demographic as a profitable business niche
• The challenge & opportunity to grow AUM for clients in the distribution phase
• Do more than just “investments” for the 65+ demographic
• Change your question from “how many years left do I have to do X” to “how many more times do I have to do X?”
• Relationships over AUM lead to a profitable business

Resources:

• Follow RethinkFA on LinkedIn
• Connect with Keena Pettijohn on LinkedIn
• Connect with Dorothy Hinchcliff on LinkedIn
• Check out LifeLogixs
• Check out Rethinking 65

Connect With Derek and Adam:

• LinkedIn: Adam Holt
• LinkedIn: Derek Notman

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“It’s hard for two dudes to do that.”  In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower to be more balanced with a diverse team of 50/50 female and male, they speak multiple languages and have a thoughtful age range of advisors to be relatable to their customers and stakeholders..

Listen as JR shares his journey as an advisor and how they have thrived by rethinking how to build a diverse practice that is able to truly relate to their clients in ways that a lot of firms haven’t been able to do.

Jump in and listen to how JR and his team have taken family (wealth/financial) planning for their clients to a new level by having male & female advisors support their clients and open up important conversations that typically may not be comfortable enough to have.

Adam, Derek, and Travis discuss:

• JRs transition from transactional to planning based
• JRs “giving up to grow” philosophy and embracing internships to grow
• Thoughts on transparency, health, and balanced schedules while promoting health throughout the team
• JRs thoughts on crypto
• “It’s hard for two dudes to do that”...
• America’s Got Talent and Derek singing in the shower…

Resources:

• Follow RethinkFA on LinkedIn
• Visit the Lerner Group at Hightower
• Connect with JR Gondeck on LinkedIn

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s “the way it’s always been done.” But this doesn’t have to be the case.

In this episode, Adam Holt & Derek Notman dig into work-life balance with special guest Dr. Travis Parry. Travis is a recovered financial advisor who has turned his professional and personal experiences into a thriving business to help financial advisors scale their business while also realizing an amazing balance.  

Jump in and listen to the tragic event that Travis went through and how he turned it and his life into an amazing example of how to be successful without sacrificing your sanity!  

Adam, Derek, and Travis discuss:

• Travis’ personal & professional journey
• Mistakes advisors make
• Actionable tips to achieving better work-life balance
• The “ego bomb” problem
• And a ton more!

Resources:

• Follow RethinkFA on LinkedIn
• Visit with Dr. Travis Parry
• Connect with Dr. Travis Parry on LinkedIn

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives. The highest adopted tools today are being brought to market by professionals who solved a niche problem for themselves. 

In this episode, Adam Holt & Derek Notman dig into the shapers of the future of fintech. Adam and Derek share their personal experiences of starting Fintech companies, from the first moment of realization that there was a problem to solve, through field testing and idea honing, right through to future proofing and wondering, what comes next? 

Adam and Derek discuss:

• Why adoption is the new innovation
• Who is designing the solutions to financial advisors' problems?
• Derek shares how Conneqtor went viral
• Adam explains the problem he hoped to solve for himself with Asset-Map
• How the best innovations come from field testing 
• Are all-in-one platforms going to solve all advisor problems?

Resources:

• Follow RethinkFA on LinkedIn
• Episode 9: Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces
• Episode 20: The Risk of Advisor Complacency Featuring Aaron Klein     

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• Asset-Map 
• LinkedIn
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call
• Conneqtor
• LinkedIn
• LinkedIn: Conneqtor 
• Twitter
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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