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 →

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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 … Continue reading 3. Rethink: Human vs The Robo-Advisor →

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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 … Continue reading 2. Rethink: Financial Advice vs. Sales →

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It’s time to rethink what it means to be a financial advisor in the 21st century.  Advisors and clients want something more, join us as we examine and pick apart the status quo and question everything. Introducing Rethink: The Financial Advisor Podcast In this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The … Continue reading 1. Rethink: Change is Coming →

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