The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending.  With all of the effort placed on accumulation funding, the demographics of world population dictate that distribution planning will become the hottest topic in the next decade.   Concerns about mortality, interest rates, inflation, dividend yields, real estate and … Continue reading 14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith →

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Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader? In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) … Continue reading 13. Rethink: Attracting Ideal Clients as a Thought Leader →

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It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor.  In this episode, Adam Holt & Derek Notman share a list of ten things … Continue reading 12. 10 Things Advisors Shouldn’t Do (Just sayin’) →

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Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial mindset. Adam and Derek speak to their own experiences and discuss how an … Continue reading 11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia →

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A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination? In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, … Continue reading 10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks →

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As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial advisor, adviser, or advicer”?  In this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to … Continue reading 9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces →

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When building your marketing brand – what should you pay for and what should you not pay for? When you chose to get into the financial advice industry, marketing was probably the last thing on your mind, however, it is a critical part of your brand awareness today. In this episode, Adam Holt & Derek … Continue reading 8. Rethink: Paid vs Organic Digital Marketing →

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As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence?  In this episode, Adam Holt & Derek Notman rethink the idea of prospecting in the financial industry and how (digital) marketing might change … Continue reading 7. Rethink: Marketing Vs. Prospecting →

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On a sports team, every role is important to reaching a goal, and the financial space is no different. The question is, are you one of the star players or are you the head coach? In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you … Continue reading 6. Rethink: Are You a Star Player or Team Coach? →

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There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry?  In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen … Continue reading 5. Rethink: Financial Advice a Luxury or Necessity? →

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