Shows
Rethink. 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 min
Innovate & Overcome: Unleashing PotentialDiscover the "eHarmony" of Financial Advice | Derek NotmanAre You Settling for the Wrong Financial Advisor? Discover the "eHarmony" of Financial Advice with Couplr AI
Episode 25
In this episode of Innovate and Overcome, we sit down with Derek Notman, a self-proclaimed rebel dad on a mission to repair our relationship with money. As a world traveler and an award-winning financial advisor, Derek has an incredible story to share.
Derek recently became a fintech founder and the CEO of Couplr AI, an innovative platform that is changing the game when it comes to connecting consumers and financial advisors. We dive into how...2025-01-2451 min
Wealth On Main Street251: Balancing Business and Family with REBL Dad Derek NotmanWealth On Main Street 251: Balancing Business and Family with REBL Dad Derek Notman ORDER A COPY OF OUR NEW BOOK! Don’t Spread the Wealth: How to Leverage the Family Banking System to Own All the Gold, Make the Rules, and Enjoy Generational Riches https://www.amazon.ca/Dont-Spread-Wealth-Leverage-Generational-ebook/dp/B0CW19QSGT/ Website: https://dontspreadwealth.com/ Balancing a thriving business while being a present, engaged dad isn't easy. In this episode, Derek Notman, Founder & CEO of Couplr AI, talks about what inspired him to launch the REBL Dad Mastermind, an exclusive group that supports entrepreneurial dads in finding a balanc...2024-12-2534 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 min
The Purpose Focused AdvisorDerek Notman: The Roles of Technology and Trust in Financial Advisor SuccessIn this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI—a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client relationships and creating more fulfilling practices by leveraging technology and personal connections.Key Takeaways: Focus on Your Zone of Genius (10:26) – Advisors grow sustainably by focusing on their strengths, like relationship-building, while delegating or automating other tasks.Relationship-Building at Scale (18:35) – Platforms like Couplr.AI enab...2024-12-1933 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 min
The Get Ready Money PodcastThe Get Ready Money Podcast with Derek Notman: Fixing Our Relationship With MoneySend us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Derek Notman, the founder and CEO of Couplr.ai about changing the way we think about money and fixing our relationship with money. In this episode we discussed:The importance of recognizing that money is a tool.Why we need to clarify what we want money to do for us. That once you know your problem, you can solve it. How artificial intelligence can help empower advisors to have deeper and more meaningful engagement wit...2024-08-0733 min
Transformations with Mark V. WileyDerek Notman | Embodied Wisdom, Inner Traditions, Physical CultureFor over 30 years, Derek Notman has dedicated himself to the study of physical culture and philosophy. This pursuit has led him all over the world including time living in China and Southeast Asia, studying with traditional masters of martial, movement, and healing arts. Derek has always sought to extract the essence of the traditions while connecting the common elements. Despite the uniqueness of each art and human form, there is a commonality to being in a body and so themes emerge. Derek has made it his life’s work, to investigate and understand these themes and share them with ot...2024-07-131h 26Rethink. 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 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
Gongfu CrewGongfu Crew S01E09 - Xinyi Liuhequan with Derek NotmanThis episode dives into Xinyi Liuhequan, a style stemming from the Muslim communities of Henan province. Derek Notman from Massachusetts shares his insights into the training method, and how it changed his understanding of (internal) martial arts through the specific shapes and movement methods of the style.More about Derek and his teaching (both online and on-site) here on his website:https://www.islandphysicalculture.com/2024-03-011h 02
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 min
Fintech ImpactCouplr with Derek Notman | E285Jason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people to find the right financial advisor for their needs. Jason mentions that he often gets pitched similar ideas, but he finds Derek's approach unique and effective. Derek explains that Couplr is focused on fixing lead generation in the financial advisory industry. He highlights that lead generation has been a personal frustration for him, and Couplr aims to address this issue. Episode Highlights01:08: Couplr is a platform that combines the concepts of eHarmony and B...2023-07-1837 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 min
Advisor Development Show with Karl HooverFinance, FinTech, and Fatherhood with Derek Notman (S5E1) We’re excited to kickoff season five with a bright mind in the financial industry and someone who has built multiple successful businesses. Derek Notman is a Certified Financial Planner and founder of Intrepid Wealth Partners but that only scratches the surface of who he is. Here’s some of what you’ll learn from this episode: Derek’s journey into the financial industry without really knowing what he wanted to where he is now. (4:53) What is Couplr and how does it help generate leads? (14:59) The advantage of a warm lead and how he helps wit...2023-06-1542 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 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 min
The Customer WinsSimplifying How Financial Advisors Connect With Clients With Derek Notman of CouplrDerek Notman is the Founder and CEO of Couplr, a fintech company that offers lead generation solutions for financial companies and their advisors. He is a FinTech founder, certified financial planner, and co-host of the Rethink. The Financial Advisor Podcast. Derek is also the Founder of Conneqtor and Intrepid Wealth Partners. He was recognized as Wealthies Rising Star of the Year in 2022 by WealthManagement.com. In this episode… People want help with their money and want to get the most out of it. So who's better to help them than a qualified financial advisor? But wh...2023-04-0326 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 min
RIA CollectiveFind Work-Life Balance Through Independence with Derek NotmanJoin host Charlie Van Derven as he chats with Derek Notman about life, work, and the pursuit of happiness in the financial industry. From surfing Lake Michigan to the importance of work-life balance, Charlie and Derek cover a lot of ground in this laid-back conversation. Derek shares his experience of going independent and how it has allowed him to pursue his passions beyond just serving clients. Along the way, they touch on topics such as the challenges of being a holistic advisor, the pitfalls of production requirements, and the importance of building a scalable practice that works for you. 2023-02-2736 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 min
CRM UnlockedMaking Your Advisory Business Successful in the Digital World with Derek NotmanThe competitive landscape for advisory services has changed drastically in recent years. The development of digital tools and platforms has made it possible for businesses to be conducted remotely. This shift has resulted in a new breed of advisory services that are more flexible and agile than their traditional counterparts.In this episode, Marc talks with Derek Notman, Certified Financial Planner and a serial entrepreneur in the financial services industry, founding Couplr and Conneqtor among other endeavors. Derek serves clients from coast to coast through his virtual model. He works with entrepreneurs, founders, business owners, startup companies...2022-11-2232 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 min
The Good Life with Michele LamoureuxFriday Focus: Philosopher Derek Notman on InquiryWhat is inquiry and how can you use it in your life to foster more peace and joy? How do you learn how to be in the moment and not allow your mind and thoughts to have you worrying about a future that hasn’t occurred or stuck ruminating on the past? Derek Notman, Philosopher and Martial Arts Expert is back on the show to guide us to embrace our feelings instead of run away from them. Lots to learn and think about once you tune in! This is not intended to be advice for dealing with me...2022-10-2112 minThe Good Life with Michele LamoureuxDerek Notman: A Philosopher's Guide on the Power of InquiryWhat is inquiry and how can you use it in your life to foster more peace and joy? How do you learn how to be in the moment and not allow your mind and thoughts to have you worrying about a future that hasn’t occurred or stuck ruminating on the past? Derek Notman, Philosopher and Martial Arts Expert is back on the show to guide us to embrace our feelings instead of run away from them. Lots to learn and think about once you tune in! This is not intended to be advice for dealing with me...2022-10-1947 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 minThe Good Life with Michele LamoureuxDerek Notman: A Philosopher's Perspective on Navigating FearFear can be overwhelming and trigger anxiety. How can you navigate fear so that you are no longer running away from it, but actually sit with the feelings it brings up? Our guest, Derek Notman, philosopher, movement expert, and Jin Shin Jyutsu practitioner takes us on an introspective journey on how to manage fear by inviting it in instead of running away from it. We go deep in this conversation and I hope you find it interesting. This is not intended to be advice for dealing with mental health issues. This is a podcast which is for...2022-03-0246 min
LifeBloodImproving Financial Advice with Derek NotmanLifeBlood: We talked about improving financial advice, why the current model is flawed, a better way to deliver it, and what the future might hold with Derek Notman, CFP, CEO and FinTech Founder.
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You can learn more about Derek at IntrepidWealthPartners.com, Conneqtor.co, Facebook, Twitter and LinkedIn.
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