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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 pastThe acceptable norm -what we used to wear and what we wear nowViral LinkedIn post on cutting a neck tie offHow you dress says something about youHow being authentic and stating a position that can be debated is great for marketing and brand buildingHow being genuine is what people really want over nice clothes and flashy toysAnd lots more!

    Resources:

    Follow RethinkFA on LinkedInDerek’s viral LinkedIn “Cutting the Tie” postApply to be a guest on the RethinkFA Think Tank

    Connect With Adam Holt:

    Schedule an Asset-Map Demo888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map 

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: 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 regulationNew client expectations out of technology advancementAdvisors needing to future proof their value proposition and stay relevantAdvisors 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 LinkedInFollow on TwitterFollow Beki on Facebook

    Connect With Adam Holt:

    Schedule an Asset-Map [email protected] Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map 

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: 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 awarenessAdvisors should rethink the post 65 demographic as a profitable business nicheThe challenge & opportunity to grow AUM for clients in the distribution phaseDo more than just “investments” for the 65+ demographicChange 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 LinkedInConnect with Keena Pettijohn on LinkedInConnect with Dorothy Hinchcliff on LinkedInCheck out LifeLogixsCheck out Rethinking 65

    Connect With Derek and Adam:

    LinkedIn: Adam HoltLinkedIn: 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 basedJRs “giving up to grow” philosophy and embracing internships to growThoughts on transparency, health, and balanced schedules while promoting health throughout the teamJRs 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 LinkedInVisit the Lerner Group at HightowerConnect with JR Gondeck on LinkedIn

    Connect With Adam Holt:

    Schedule an Asset-Map [email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map 

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: 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 journeyMistakes advisors makeActionable tips to achieving better work-life balanceThe “ego bomb” problemAnd a ton more!

    Resources:

    Follow RethinkFA on LinkedInVisit with Dr. Travis ParryConnect with Dr. Travis Parry on LinkedIn

    Connect With Adam Holt:

    Schedule an Asset-Map [email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map 

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman 

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

  • 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 innovationWho is designing the solutions to financial advisors' problems?Derek shares how Conneqtor went viralAdam explains the problem he hoped to solve for himself with Asset-MapHow the best innovations come from field testing Are all-in-one platforms going to solve all advisor problems?

    Resources:

    Follow RethinkFA on LinkedInEpisode 9: Rethink: Advisor, Adviser or Advicer – featuring Michael KitcesEpisode 20: The Risk of Advisor Complacency Featuring Aaron Klein     

    Connect With Adam Holt:

    Schedule an Asset-Map [email protected] Asset-Map LinkedInLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map 

    Connect With Derek Notman:

    Schedule a CallConneqtorLinkedInLinkedIn: Conneqtor TwitterTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman 

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  • “There are some things that money can’t buy”, Is marketing success one of those things?

    In this episode, Adam Holt & Derek Notman invite Megan Carpenter, CEO & Co-Founder of FiComm Partners into the Rethink tank. Megan discusses what the future of marketing could look like. Along with the importance of establishing a target market. 

    Megan discusses:

    Why you can’t buy long term marketing successThe importance of finding your niche marketHer unique perspective on the advice marketWhy marketing is the primary driver for organic growthAnd more

    Resources:

    Follow RethinkFA on LinkedInEpisode 9: Rethink: Advisor, Adviser or Advicer – featuring Michael KitcesEpisode 20: The Risk of Advisor Complacency Featuring Aaron KleinLinkedIn: Derek NotmanLinkedIn: Adam Holt

    Connect with Megan Carpenter:

    LinkedIn: Megan Carpenter LinkedIn: FiComm PartnersFiComm PartnersTwitter: FiComm PartnersTwitter: Megan CarpenterFacebook: FiComm Partners

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  • Regardless of our profession most of us at some point find ourselves asking the question:

    If you could do it all again, what would you do?

    In this episode, Adam Holt & Derek Notman chop it up in the Rethink tank by taking questions live from financial advisors on everything from mistakes made to what they would do differently if they re-started their career journey. Raw and unfiltered, don’t miss this fun conversation where you are sure to learn a thing or two.

    Adam and Derek discuss:

    The importance of building an online brandPutting time and money into improving your business The understanding of who your brand and ideal clients areHow pivoting to a remote work model improves productivityAnd more

    Resources:

    Follow RethinkFA on LinkedIn

    Connect With Adam Holt:

    Schedule an Asset-Map Demo[email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

     


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  • Does timing matter when it comes to giving advice?

    So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’t as focused on being proactive when it comes to providing financial advice to their clients as we would like or expect. Some guidance is more relevant to times-of-life (think retirement, or college, or having a family), whereas others are driven by tax or legal deadlines.

    In this episode, Adam Holt and Derek Notman are joined by Philipp Hecker, CEO of Bento Engine & Dr. Meg Lurtz, Ph.D. in Personal Financial Planning. They discuss the importance of being proactive in providing clients with financial advice.

    Meg & Philipp discusses:

    Being proactive with the timing of adviceWhy more advisors are focused on leading with advice than selling products The Jerry Maguire standard of care for clientsAnd More!

    Connect With Philipp Hecker:

    Linkedin: Philipp HeckerLinkedin: Bento EngineTwitter: Bento EngineBento Engine

    Connect With Dr. Meg Lurtz:

    LinkedIn: Dr. Meg Lurtz[email protected]Kitces.comTwitter

    Connect With Adam Holt:

    Schedule an Asset-Map Demo[email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

    About Our Guests:

    Meghaan R. Lurtz, Ph.D. is a writer and senior research associate with Kitces.com, a blog dedicated to the practice of financial planning. Meghaan is also an educator, serving as a professor of practice at Kansas State University in their advanced financial planning track and as an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is a past President of the Financial Therapy Association. She has been quoted in New York Magazine, New York Times, Wall Street Journal, and presented for the BBC, CFPB and MDRT. She co-authored two chapters in the CFP Board's recent book, Financial Psychology. Her research has been published in the Journal of Financial Planning, Financial Planning Review, and the Journal of Consumer Affairs.

    Meghaan earned her Ph.D. in Personal Financial Planning from Kansas State University, her M.S. in Industrial-Organizational Psychology from Capella University, and her B.A. in Psychology, Philosophy, and Spanish from Kansas University.

    Philipp is CEO of Bento Engine, a FinTech at the intersection of technology and wealth management advice. Previously, he focused on defining and implementing client-centric growth strategies in the wealth and asset management industries. After completing his M.B.A. at Harvard Business School in 2002, he spent 5 years with the Boston Consulting Group in New York, before joining Deutsche Bank in 2007. At Deutsche Bank, he helped integrate and grow key U.S. acquisitions such as Bankers Trust, Alex Brown, and Scudder. Philipp joined J.P. Morgan in 2013, where he held several wealth management leadership positions through 2020, including Global Head of Strategy. He also launched and led J.P. Morgan’s Wealth Planning & Advice organization, which includes The Advice Lab, The Philanthropy Centre, and the firm-wide Goals-Based Advice teams.

    Philipp is passionate about financial planning, behavioral finance, and teaching children about the important concepts of money and wealth. In his spare time, he enjoys German expressionist art, global travel, and squash, and he resides in CT with his wife, four young children, and black lab “Lou”.


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  • Are you a fake Fiduciary?

    The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it?

    In this episode, Adam Holt and Derek Notman are joined by Tom Hegna. One of the most prolific industry speakers, Tom is considered by many an expert in Retirement Income and Security common sense! He comes to Rethink Tank to shed some light on the irony of the current attitudes towards “fiduciary” and sees a huge hole in most professionals' stories. He also provides some insight into the ins and outs of the financial advice market today and what consumers are really looking for from their professionals.

    Tom discusses:

    Where the financial service market is currently atWhy Fake Fiduciaries don’t look out for their client’s best interestAddresses why advisors survive less than 5 years in the insurance industryThe Importance of knowing the product you’re promoting at the right timeAnd More!

    Resources:

    Follow RethinkFA on LinkedInPaychecks and Playchecks: Retirement Solutions for LifeRetirement Income Masters: Secrets of the ProsPaycheques and Playcheques: Retirement Solutions for CanadiansDon’t Worry, Retire Happy! Seven Steps to Retirement SecurityDon’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians

    Connect With Tom Hegna:

    Linkedin: Tom HegnaLinkedin: TomHegna.comTwitter: Tom Hegnatomhegna.com

    Connect With Adam Holt:

    Schedule an Asset-Map Demo[email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

    About Our Guest:

    Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.

    As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into 5 books.


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  • Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available. And yet, advisors are telling us that they’re using legacy tools that are 5, 10 and 20 years old. Consider how this complacency is going to snowball as we move into digital-first consumer expectations.

    In this episode, Adam Holt & Derek Notman welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Riskalyze, a company that invented the Risk Number®. Aaron has incredible experience solving problems before they are broken. We hear from Aaron on his perspective of the commitment to human advisors and their adoption of tech that really works in their practices.

    Aaron discusses:

    The only strategy where human advisors beat robo advisorsThe importance of discussing risk with new and current clientsThe importance of finding the right tech, not all the techThe number of important insights that are only one-tech integration awayAnd more

    Resources:

    Follow RethinkFA on LinkedIn

    Connect With Aaron Klein:

    Linkedin: Aaron KleinLinkedin: RiskalyzeTwitter: Aaron KleinTwitter: RiskalyzeRiskalyze

    Connect With Adam Holt:

    Schedule an Asset-Map Demo[email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

    About Our Guest:

    Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers anyone to become a fearless investor. The company is headquartered in Auburn, California and serves many thousands of financial advisors.

    He is husband to Cacey Steward Klein, and dad to Spencer (born in South Korea), and Emma and Teddy (born in Ethiopia). Aaron and Cacey cofounded Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia.

    Previously, Aaron was elected as a Sierra College Trustee three times and served from 2004-2016. He consistently gives his PR people heart attacks by tweeting at @AaronKlein.




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  • A digital tsunami is coming. This is your warning!

    The major changes that are coming to the financial (digital) advisor are going to be disruptive in ways we've never seen before.

    Adam Holt & Derek Notman welcome Jason Wenk, CEO and founder of Altruist, into the Rethink Tank to discuss the technology revolution and its inevitable impact on the financial advice market.

    Adam, Derek, and Jason discuss:

    The inevitability of a digital revolution in the financial advice industryHow to navigate the transfer of wealth to the next generationWhat it will mean to reinvent and spin up the flywheel, Amazon style. Transparency and putting prices on your websiteAnd more

    Resources:

    Follow RethinkFA on LinkedIn

    Connect With Jason:

    Linkedin: Jason WenkAltruist

    Connect With Adam Holt:

    Schedule an Asset-Map Demo[email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map

    Connect With Derek Notman:

    Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

    About Our Guest:

    Jason Wenk is a serial entrepreneur, fin-tech executive, writer, math geek, financial advisor (RIA), and investment systems developer. He is the founder of Altruist, the first fully-integrated digital brokerage platform for financial advisors, and FormulaFolios, a quantitative investment research firm.


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  • As a financial advisor, does the number of followers you have on social media matter?

    Well, if you’re trying to grow your advising business, the more people who hear your authentic voice the better, right? And, when it comes to social media, the growth potential is truly unlimited.

    But how do you start to build a following? What about compliance?

    In this episode, Adam Holt & Derek Notman are joined by Devin Banerjee in the Rethink Tank. Devin is the Editor at Large for business and finance at Linkedin. Together, they Rethink why having a following is so important for financial advisors and how you can start to build a following.

    Devin discusses:

    The ability of technology to elevate human serviceThe three major trends impacting the financial advisor market todayThe ABCDE framework for content creationGetting your authentic voice out there collaboratively with complianceAnd more

    Resources:

    Follow RethinkFA on LinkedInABCDEF youtube music video by GAYLE Holderness Family Authentic VLOG

    Connect With Devin Banerjee

    Linkedin: Devin Banerjee This Week in Finance by Devin BanerjeeHuman Capital by Devin Banerjee

    Connect With Adam Holt:

    [email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Schedule an Asset-Map Demo

    Connect With Derek Notman:

    ConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman Schedule a Call with Derek

    About Our Guest:

    Devin Banerjee is editor at large at LinkedIn, covering business and leading finance coverage for its 800 million global members. Banerjee was previously an editor and reporter at Bloomberg, where he covered investment management before overseeing coverage of M&A and the private equity industry. Prior to that, he reported for The Wall Street Journal. He's an honors graduate of Stanford University and holds the Chartered Financial Analyst designation.

     


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  • Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.

    In this episode, Adam Holt & Derek Notman rethink what it means to run a sustainable advisory practice. Adam and Derek bring Joe Jordan into the Rethink tank to share his profound vignette phrases and wealth of experience in the power of attitude and perspective in delivering financial guidance.

    Joe Jordan discusses:

    The power in taking a client-centric approachThe advisor evolution from a sales culture to a service cultureThe importance of taking a story-first approach in advisingThe value in helping your clients find vocation in retirementAnd more

    Resources:

    Follow RethinkFA on LinkedInJoseph Jordan Stories (as mentioned in the Pod)

    Connect With Joe Jordan:

    Linkedin: Joe Jordan

    Connect With Adam Holt:

    [email protected] LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Schedule an Asset-Map Demo

    Connect With Derek Notman:

    ConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman Schedule a Call with Derek

    About Our Guest:

    Joe Jordan, inspirational speaker, and behavioral finance expert is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.


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  • Is it possible that the biggest influence on investor outcomes is their own behavior? How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoken.

    Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.

    Dr. Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, a best-selling author and keynote speaker.

    Daniel Crosby discusses:

    How to quantify the value advisors haveThe implications behavior has on financial outcomeThe importance of trust in the financial advisor market How to win by out-competing on the human side of moneyAnd more

    Resources:

    Follow RethinkFA on LinkedInThe Behavioral Investor by Daniel CrosbyAdvisors add 2.88% in value, study finds

    Connect With Daniel Crosby:

    Linkedin: Daniel CrosbyOrion Advisors: Daniel Crosby

    Connect With Adam Holt:

    [email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map

    Connect With Derek Notman:

    ConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

    About Our Guest:

    Daniel Crosby is the Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes.


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  • What do Life Planning and Dream of Freedom have to do with being a Fiduciary?

    In this episode, Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective of how financial advice can help people find meaning, and how it starts with listening.

    George discusses:

    Shares how he views the financial advice market todayOpportunities that advisors are missing in the financial spaceActionable steps that advisors can take to use unleash fiduciary mindsetHow we can save the planet! And more

    Resources:

    Follow RethinkFA on LinkedIn

    Connect With George Kinder:

    [email protected] Kinder InstituteLinkedIn: Kinder Institute Twitter: Kinder InstituteFree book! @ GeorgeKinder.comLinkedIn: George D KinderTwitter: George D KinderInstagram: George_Kinder

    Connect With Adam Holt:

    [email protected] 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map

    Connect With Derek Notman:

    ConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

    About Our Guest:

    Internationally recognized as the father of the Life Planning movement, the Harvard-educated George Kinder revolutionized financial advice for over 30 years by training thousands of professionals globally in the field of financial Life Planning. He founded Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. George is the author of seven books, including three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You; a book on mindfulness, Transforming Suffering into Wisdom; his recently acclaimed, A Golden Civilization & The Map of Mindfulness; and two books of poetry and photography, including his latest project, Reflections on Spectacle Pond.


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  • 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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