Shows
Beacon 1% Better EverydayRebuilding Trust in Wealth: How Couplr AI Is Transforming Lead Generation with Human Connection (Ep. 5)When Derek Notman, CFP®, launched Couplr AI, it wasn’t just about building a better lead gen platform; it was about bringing human connection back to the center of financial advice.
In this episode, Chip Kispert talks with Derek, a former top-producing advisor turned fintech founder, about what’s broken in traditional lead generation and how his team is reimagining it through the lens of empathy, personalization, and behavioral science.
Drawing on experience from both the advisor seat and startup trenches, Derek explains how cold outreach erodes trust and why flipping the script to empower consu...
2025-10-0128 min
The Real #FinfluencersEp.8: Derek Notman Cracks LinkedIn’s Top 1%Derek Notman isn’t new to financial advising—but he is redefining what it looks like. As the founder and CEO of Couplr, Derek’s mission is to connect people with the right financial advisor using smart tech and even smarter content. He’s combined decades of experience with a powerful video and LinkedIn strategy that’s helped his message reach tens of thousands.By consistently showing up online with purpose and polish, Derek has positioned Couplr as a forward-thinking FinTech company and built a personal brand that people trust.💡 3 Tips That Power Derek’s...
2025-07-3011 min
Rethink. Financial AdviceFinancial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice.From artist to industry leader, Lelané shares a fresh, no-nonsense take on why financial advice must stop being about pushing products and start being a lifelong partnership rooted in purpose, transparency, and empathy. Think "tour guide," not "trinket peddler."Whet...
2025-07-0242 min
The Get Ready Money PodcastRevolutionize Insurance Agent Success with Better Training!Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Notman, Adam Holt and Dick Weber about changing the way we think about life insurance agent training, retention and compensation. In this episode we discussed:Why life insurance agents struggle to succeed.The compensation structure is at the heart of the issue and needs to be revamped. Very few agents are taught to sell, rather than to service.Consumers need a fiduciary advisor to tell them what insurance they have.Advisors need to facilitate the conversation.We ar...
2025-05-2344 minRethink. Financial AdviceIs the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlinIs the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech? In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.Brian discusses:How advisors need to ask que...
2025-04-3047 minRethink. Financial AdviceWhy advisors are failing at organic growth featuring Joe DuranWhy are advisors failing at organic growth?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.Joe discusses:Organic growth versus consolidationHow we need to...
2025-03-2639 minRethink. Financial AdviceInvest in conversations before technology featuring Derrick KinneyWhat do Life Planning and Dream of Freedom have to do with being a Fiduciary? 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.Join us as we talk about:Coming up with a different elevator pitchCreating focus time and disconnecting from digitalFocusing on less technology and more conversationsGetting clear on wh...
2025-02-2637 minRethink. Financial AdviceTradePMR's Product Vision for Advisors featuring Jon PatulloPeering 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 architectureAI supporting AdvisorsTradePMR’s acquisition by Robinhood and the future of human adviceLeveraging open APIs from vendor...
2025-01-2431 minRethink. Financial AdviceOrganic growth, investors, and exits with Abby SalamehWhat’s your advisor Swan Song?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...
2024-12-2032 minRethink. Financial AdviceIs there a Massive opportunity in the Life Insurance market? Featuring Tony SteuerIs Life Insurance a ripe opportunity for financial advisors? 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 adviceThe error of neglecting life insuranceThe complexity of insurance productsRegulatory & Market issuesThe Consumer DisconnectAdvice for improving our IndustryRecommendations for Financial Planners and AUM R...
2024-12-0937 minRethink. Financial AdviceCan a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)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!In this episode George, Adam and Derek chat about:Salespeople/media (short term thinking) VS Fiduciaries/planners (long term thinking) - But being a salesperson, like most adv...
2024-10-0253 minRethink. Financial AdviceAdvice Mindset - Purpose and Principles featuring Breanna BlaneyCheck 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 em...
2024-07-1040 min
SharesEpisode 9: The Future of Financial AdviceTechnology, especially artificial intelligence (AI) is making increasing inroads into the day-to-day of financial services professionals. How will this shift impact the future of the industry?
Host Jared Trexler speaks with Derek Notman, CFP®, founder and CEO of fintech company Couplr.AI. Couplr recently announced a partnership with The College to offer free access to its platform – which endeavors to match advisors to their ideal clients – to College alumni. Trexler and Notman discuss their respective visions for where the profession is headed and the role of technology in making The College’s mission of benefiting society a reality...
2024-06-1729 minRethink. Financial AdviceThe Evolution of Financial Education Featuring George Nichols IIIWhat 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 Coup...
2024-05-2046 minRethink. Financial AdviceClient Engagement vs. Satisfaction featuring Ashley QuammeWhat’s more important - Client Satisfaction or Client Engagement? 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.In this episode Ashely, Adam and Derek...
2024-05-0844 minRethink. Financial AdviceAre your estate documents in order? Featuring Cody BarboAre your and your clients estate planning documents in order?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 int...
2024-04-0339 minRethink. Financial AdviceFinancial Advice in the convenience economy featuring Jamie HopkinsWhat is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and in...
2024-03-2037 min
Rethink. Financial AdviceThe Struggles of Being a DadpreneurWhat is a REBL Dad? What are the struggles of being a dadpreneur? These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challenging. Being an entrepreneur can also be really hard. Trying to balance being the best you can be at both is a whole different type of challenge. In this episode we dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island. There’s so much...
2024-02-2844 minRethink. Financial AdviceDo you have partners or vendors? Featuring Brad JohnsonShould financial advisors expect more from the vendors they partner with? Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like a true partner to the advisor? Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with.In this episode Brad, Adam and Derek chat ab...
2024-01-2543 minRethink. Financial AdviceInsights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill HarrisWhat can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill al...
2023-12-1843 minRethink. Financial AdviceClient Engagement Is the New Alpha Featuring Craig MartinWhat’s the best way to add alpha to your practice?Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.In this episode Craig, Adam and Derek chat about:Evolving Financial Advice and Client Experi...
2023-11-2937 minRethink. Financial AdviceThe Age of Digital Intimacy featuring Jason PereiraHow digitally intimate are you with your potential and current clients?What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go!In this episode Jason, Adam and Derek chat about:Digital Engagement in Financial AdviceThe need for better digital engagement wit...
2023-11-0842 minRethink. Financial AdviceInsights from an outsider turned industry insider featuring Eric McDermottThe outsider that became an insiderSometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe ther...
2023-10-2739 minRethink. Financial AdviceIs Goldman Sachs supporting independent advisors? Featuring Richard LofgrenWho’s better equipped to serve clients; independent financial advisors or large established companies?With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.In this episode Richard, Adam and De...
2023-09-2738 minRethink. Financial AdviceWhy Blackrock is investing in Human Advice featuring Liz KoehlerWhere is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.In t...
2023-09-1333 minRethink. Financial AdviceStop forcing advisors to be technologists! Featuring Marc ButlerIs tech actually helping societal well-being? With the recent release from Fidelity on how many 401k millionaires there are, and that the average account balance being just over 100k for over 45 million Americans and all the talk about AI in the wealth management space we were really keen to answer this question. Join us as we speak with industry and fintech veteran, Marc Butler, who was doing wealth tech before it even had a name, as we chat about the the use and importance of tech when it comes to the financial well-being of...
2023-08-1841 minRethink. Financial AdviceScaling Financial Advice 3.0 Featuring Michael LecoursAre financial advisors unknowingly committing malpractice?How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.In this episode we discuss:Bedside Manner and Malpractice, Doctors leaving the clamp in the body. Leveraging Processes despite our egos and familiarity with the job trying to get in th...
2023-08-0440 minRethink. Financial AdviceWhat is your Financial Religion? Featuring Josh CurtisIs what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as we dive into financial religion with special guest Josh Curtis who shares his experience of growing up in a cult and its many similarities to the financial services world. A thought provoking conversation sure to have you rethinking your own financial religion.In this episode Josh, Adam and Derek chat about:Financial cults and why do they exist?Stigmas associated with the different financial religionsFee only vs. flat fee vs...
2023-07-1240 minRethink. Financial AdviceThe biggest challenge facing wealth management with Derek Notman and Adam HoltWhat’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 different thought leaders what they think the biggest challenge is and what they’re doing to overcome them. From bringing in the next generation of advisors to financial literacy we dig into the brilliant insights of our guests in this fast paced conversation to mark the release of our 50th episode of Rethink!In this episode Adam and Derek speak with 10 thought leaders during the WealthStack conference and chat about:Bringing in new talentDeepening client...
2023-06-2854 minRethink. Financial AdviceOvercoming Innovation Anxiety in Financial Services with Adam Holt & Derek NotmanWhy is the financial services industry always slow to innovate?Bob in Idaho recently asked us via a community question “Why is it so hard for new innovation to break into enterprises?”. Given our background as practicing financial advisors who became fintech CEOs we jumped at the chance to have a conversation about innovation in financial services to share our experience or should we say trials & tribulations when it comes to helping an old industry and profession innovate at a faster pace. It can be frustrating as a financial advisor wanting the newest and best t...
2023-06-1434 min
The WealthStack PodcastThe WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek NotmanAfter spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his practice completely virtual. While that was back in 2013, he has since designed a tech stack that satisfies the needs not only for his business, but one that his clients enjoy using as well.
In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Derek, who is also the founder of Couplr, Conneqtor, and host of Rethink – The Financial Advisor Podcast, on his future wealthtech outlook.
Shannon and...
2023-06-0226 minRethink. Financial AdviceOvercoming Financial Vulnerabilities featuring Michael LierschAre financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life goals we have to help them break through any vulnerabilities they may have when it comes to their money. Join us as we speak with special guest Michael Liersch as we muse about how difficult it is to talk to clients about their money and how to connect it with great advice engagement and ultimately product placement.Michael, Adam, and Derek chat about:Vulnerability of financial conversations (shame/embarrassment/hiding/disc...
2023-05-3141 minRethink. Financial AdviceThe Future of Agency Featuring Mark PfaffDerek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in the future. Mark Pfaff started as an agent at New York Life Insurance Company, worked really hard, and ultimately climbed the ranks to become Executive Vice President in charge of Agency. If there ever was someone who could give us an idea of where the industry has been, where it's going, and how to help both consumers and advisers thrive, Mark Pfaff is definitely on the short list.Mark, Adam, and Derek chat abo...
2023-05-2434 minRethink. Financial AdviceCommunicating your higher calling featuring Chuck GarciaHow well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when we seek to understand ourselves and those we are talking with. Join us as we chat with master communicator Chuck Garcia who spent many years on Wall Street as well as leading communications for global companies like Bloomberg. Chuck tells us how what happened on 9/11 changed his life and his journey as a mountaineer that helped him find understanding. Learn how to become a better communicator with not just your clients, but friend and family too....
2023-05-0333 minRethink. Financial AdviceTech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is global in nature and arguably one of the most diverse given his extensive travels around the world to see what people are doing, (or not), in our industry. Join us as we chat with futurist Ian McKenna and discuss the future of financial advice delivery and what advisors need to think about to stay relevant today.Ian, Adam & Derek discuss:One of the hardest things an advisor needs to do is h...
2023-04-1940 minRethink. Financial AdviceIgnore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The advice & investment management industry & profession is at a pivotal point since they are fungible and hard for consumers to differentiate one advisor from another. There’s no longer an easy button for advisors to say they're a fiduciary, etc. to differentiate themselves. Join us as we discuss this and more with special guest and marketing expert Samantha Russell.Samantha, Adam & Derek discuss:The pivotal moment for our industryHow there are lots...
2023-04-0541 minRethink. Financial AdviceFinancial Well-Being Starts Day One Featuring Catherine Morgan Episode 43Is financial wellness legit? Traditionally, there’s been lots of shame in going to speak with a financial advisor since most of us have had no formal financial education. But there are positive shifts happening towards behavioral finance that are helping people with their financial well-being. Join us as we chat with recovered financial advisor turned certified financial coach Catherine Morgan to learn more about how you can incorporate financial wellness into your business and that is should be the starting point, not the end goal for you and your clients.Catherine, Adam & Derek discuss:Cath...
2023-03-2235 minRethink. Financial AdviceAdvisor-First vs. Firm-First Mentality Featuring David Karr Episode 42Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors, David Karr. We dive into advisor-first mentality vs. firm first mentality, what the future holds for our profession with insights from the home office, and the increasing demand for great advisors and what companies like Equitable are doing to attract and support them.David, Adam & Derek discuss:How strong advisors that are really connected to their clients hold all the cardsClients have never had higher expectations from their advisorA grea...
2023-03-0832 minRethink. Financial AdviceThe News Hidden Behind the Headlines featuring Cindy Taylor Episode 41The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41)Summary: What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular trends often hidden the curtain of hot topics and headlines. Join us as we speak with industry news & media veteran Cindy Taylor and dive into what she’s seeing behind the curtain. Something can be learned from the trends people like Cindy see that gets lost in the media snippet and myopic channel following that we wanted to...
2023-02-2228 minRethink. Financial AdviceAre you ready for a global financial disruption? Featuring Evelyn JacksHave you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising interest rates, fallout from covid/remote work, an aging population, falling tax revenues, global unrest, wage pressure, cost of eggs, political unrest, wars, famine, avian flu, ChatGPT, the list goes on! Join us for an insightful discussion with Evelyn Jacks on how to best position & prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.Evelyn, Adam & Derek discuss:Holistic disruption - clients are...
2023-02-0834 minRethink. Financial AdvicePrice Trumps Niche for Firm Growth featuring Angie Herbers - Episode 39You’ve been told to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price/value to grow your firm. Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!Angie, Adam & Derek discuss:What happens when your clients don’t want all their money with one advisor?Following talent trends, more advisors are becoming s...
2023-01-2638 minRethink. Financial AdviceIs asking for referrals lame?! featuring Libby GreiweAsking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals flow naturally to you? Listen to Libby Greiwe as she tells us how she built a 7 figure practice with only one advisor, herself, and a small support team and how she did it by not asking for referrals. A fun, high energy conversation with some great tactical tips on how to grow your business.Libby, Adam & Derek discuss:H...
2023-01-1142 minRethink. Financial AdviceWhat did we learn in 2022?Zoom! What was that? That was 2022 my friend! What, it’s already over? Yup. Can I get another? Nope, but we can learn from 2022 to make 2023 even better!24 episodes published in 2022, wow! One of the best ways to grow is to reflect (rethink) what we’ve learned over the last year and distill it all down to actionable items we can work on moving forward.In this fun & fast paced episode we cover the guests and "mic drop" learning moments from 2022 to help you Rethink your year and hopefully provide you some tactical points you...
2023-01-0137 minRethink. Financial AdviceOvercoming the Tyranny of the Urgent with Rich CampeOvercoming the Tyranny of the Urgent featuring Rich Campe (Ep 36)Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe who’s inner circle advisor coaching group has logged over 5 million hours coaching financial advisors on how to be their best. All too often advisors get stuck in putting out fires and focusing on the urgent instead of implementing systems and processes so they can truly grow. There’s more to growing an advisor practice than putting out that one fire today….
2022-12-2239 minRethink. Financial Advice"Does your advice suck?" Featuring Carl Richards“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right? Are 30-year retirement projections a righteous trick? Are financial professionals even listening? Join us for this fun, cheeky, and insightful chat featuring Carl Richards’ insightful commentary on the state of the advice profession.Carl, Adam & Derek discuss:How Carl got into the financial industry by mistakeWhat is a real financial planner? The neverending alignment of your use of capital (time money energy and atten...
2022-12-0839 minRethink. Financial AdviceThe Secret to Financial Advisors & CPA Collaboration Featuring Paul SaganeyFAs 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...
2022-11-2334 minRethink. Financial AdviceAre financial professionals stuck between self-interest and best interest advice? featuring Amit DograAmit 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 numbersHow advisors need to up their marketing gameWhy a Virtual/Remote presence is so important and the future of the professionHow to attract new advisors into the industry with Brain IncentivesWhy most Succession Plans are just A...
2022-11-0934 minRethink. Financial AdviceAre financial advisors gifting dummies? Featuring Joe FischerSummary: 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 entrepreneurWhy being intentional is so importantHow to think strategically about building a scalable gifting system that’s as automated as possibleTips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform...
2022-10-2636 minRethink. Financial AdviceIs financial advice an Industry or Profession?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 startedHis addiction to South AfricaWhy it’s vitally important for advisors to shift...
2022-10-1233 min
Rethink. Financial AdviceCut the Tie! Is Advisor Attire dated?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 authen...
2022-09-2929 min
Rethink. Financial AdviceIs the USA still number one in financial advice? Featuring Bekithemba MafulelaThere’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 a...
2022-09-1534 min
Rethink. Financial AdviceRethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28] 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...
2022-09-0737 min
Rethink. Financial AdviceRelatability as a Growth Strategy featuring JR Gondeck“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 firm...
2022-08-2428 min
Rethink. Financial AdviceWork-Life Balance for Financial Advisors? Featuring Dr. Travis ParryWork-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 even...
2022-08-1139 min
Rethink. Financial AdviceAre the Right People Building Fintech? (Ep 25)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 ne...
2022-07-2037 min
Rethink. Financial AdviceCan you buy Marketing Success? With Megan Carpenter (Ep 24)“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 moreResources:Follow RethinkFA on Linked...
2022-06-2236 minRethink. Financial AdviceAsk Us Anything – If You Could Start Over (Ep 23)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 onl...
2022-06-081h 03Rethink. Financial AdviceRebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)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...
2022-05-2539 minRethink. Financial AdviceAre you a Fake Fiduciary with Tom Hegna (Ep 21)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 and Derek 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 sheds some light on the irony of the current attitudes towards “fiduciary” and sees a huge hole in most professionals' stories.Tom discusses:Where the financial service market is currently atWhy Fake Fiduciaries don’t look out for the...
2022-05-1137 minRethink. Financial AdviceThe Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)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 & Derek welcome Aaron Klein into the Rethink tank. Aaron Klein is the CEO and cofounder of Nitrogen, formally known as 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...
2022-04-2733 minRethink. Financial AdviceSurviving the (Digital) Tsunami With Jason Wenk (Ep. 19)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 an...
2022-04-1340 minRethink. Financial AdviceBuilding a Social Media Following With Devin Banerjee of LinkedIn (Ep. 18)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 Reth...
2022-03-3038 minRethink. Financial AdviceRethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)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...
2022-03-1628 min
Resilient AdvisorHow To Successfully Run A Virtual Practice with Derek NotmanDerek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics. Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com How he leverages Asset-Map and Altruist for a robust virtual experience. How advisors can learn about building a...
2022-03-1414 minRethink. Financial AdviceThe “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)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 impor...
2022-03-0234 minRethink. Financial AdviceBeyond Fiduciary featuring George Kinder (Ep.15)What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam & Derek invite George Kinder 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 moreResources: Follow RethinkFA on LinkedInCo...
2022-02-0234 minRethink. Financial Advice14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey SmithThe 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 → Hosted on Acast. See acast.com/privacy for more information.
2022-01-1933 minRethink. Financial Advice13. Rethink: Attracting Ideal Clients as a Thought LeaderBeing 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 → Hosted on Acast. See acast.com/privacy for more information.
2022-01-0541 minRethink. Financial Advice12. 10 Things Advisors Shouldn’t Do (Just sayin’)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’) → Hosted on Acast. See acast.com/privacy for more information.
2021-12-2234 minRethink. Financial Advice11. Rethink: Advisor vs. Entrepreneur featuring Robert SofiaDo 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-12-0138 minRethink. Financial Advice10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan ShanksA 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-11-1732 minRethink. Financial Advice9. Rethink: Advisor, Adviser or Advicer – featuring Michael KitcesAs 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-10-2731 minRethink. Financial Advice8. Rethink: Paid vs Organic Digital MarketingWhen 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-10-0742 minRethink. Financial Advice7. Rethink: Marketing Vs. ProspectingAs 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-09-2342 minRethink. Financial Advice6. Rethink: Are You a Star Player or Team Coach?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? → Hosted on Acast. See acast.com/privacy for more information.
2021-09-0942 minRethink. Financial Advice5. Rethink: Financial Advice a Luxury or Necessity?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? → Hosted on Acast. See acast.com/privacy for more information.
2021-08-2644 min
Coffee with ConnectionsDerek N.H. Notman, CFPIn this episode, Cooper sits down with Derek to discuss how he took his Financial Advising Practice virtual and why more Advisors are doing the same. The two discuss mindsets and strategy around things like LinkedIn and digital marketing. Derek serves self-minted millionaires from coast to coast through his virtual model so they can embrace the finer things in life and focus on passions like their family, business, and travel. He is also the Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale.
2021-08-2419 minRethink. Financial Advice4. Rethink: Brick and Mortar vs. RemoteThe 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-08-1240 min
Ensombl Advice South Africa#9 Derek NotmanDerek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he move away from the brick and mortar practice to build a virtual team.
Derek Notman XY: https://www1.xyadviser.com/members/3643865
Intrepid Wealth Partners Website: https://www.intrepidwealthpartners.com/
Conneqtor Website: https://www.virtualadvisorsystem.com/
For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn. https://www.portfoliometrix.com/za/
Asset-Map. Deliver advice, faster. https://www.asset-map.com/south-africa
2021-08-0451 minRethink. Financial Advice3. Rethink: Human vs The Robo-AdvisorTechnology 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-07-3036 min
Top Advisor Marketing Podcast308. The Virtual Business Model: Growing Your Practice in the 21st Century With Derek NotmanWhile trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?
If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!
2021-07-1531 minRethink. Financial Advice2. Rethink: Financial Advice vs. SalesAre 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 → Hosted on Acast. See acast.com/privacy for more information.
2021-07-1529 minRethink. Financial Advice1. Rethink: Change is ComingIt’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 → Hosted on Acast. See acast.com/privacy for more information.
2021-07-0126 min2021-05-2801 min
NextGen PlannersEpisode 83 - Being a virtual adviser with Derek NotmanIn this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.Derek is a practicing virtual financial planner and also runs the lead-generat
2020-09-0300 min
NextGen PlannersBeing a Virtual Adviser with Derek NotmanIn this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
2020-09-0234 min
Ensombl Advice Australia#182 Derek NotmanHost of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual Advisor System for NextGen Advisors. Derek Notman XY: https://www1.xyadviser.com/members/3643865 Virtual Advisor System Website: https://www.virtualadvisorsystem.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ mem...
2020-06-0852 min
Ensombl Advice Australia#182 Derek NotmanHost of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual Advisor System for NextGen Advisors. Derek Notman XY: https://www1.xyadviser.com/members/3643865 Virtual Advisor System Website: https://www.virtualadvisorsystem.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ mem...
2020-06-0852 min
The Innovating Advice ShowDitch the Status Quo and Build Your Ideal Life and Business with Derek NotmanAs advisors are rapidly adjusting to a virtual model, Derek Notman, CFP and founder of Intrepid Wealth Partners joins the show to share the path that led him to going virtual in 2013. We discuss how to build trust online and how to determine what your ideal client looks like, after doing some internal work. Derek also gives some great tips on how to build a successful virtual practice and shares the turnkey system he’s built for advisors that are ready to embrace the digital world. Links and show notes at https://innovatingadvice.com/post/episode27. ...
2020-04-2800 min
Whipsawed31: Derek Notman, CFP Interview with Mike MelissinosDerek Notman, CFP, is a financial advisor from Madison, Wisconsin. His firm is Intrepid Wealth Partners.Derek recently discovered trend following and is starting to educate his clients on the benefits of adding it to their portfolios.Today, we talk about:- how he discovered trend following (Michael Covel's books, a personal mentor and The Way of the Turtle book)- how he educates and works with his clients- how trend following and entrepreneurship are closely related and...
2018-07-0259 min