Rethink. Financial Advice
BookmarkH. Adam Holt, CFP and Derek N.H. Notman, CFP
Rethink. Financial Advice is a business podcast hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP. It has 75 episodes, with the latest published July 2025.
Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile. Hosted o
business ·en ·75 episodes
Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin
Why advisors are failing at organic growth featuring Joe Duran
Invest in conversations before technology featuring Derrick Kinney
TradePMR's Product Vision for Advisors featuring Jon Patullo
Organic growth, investors, and exits with Abby Salameh
Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
Advice Mindset - Purpose and Principles featuring Breanna Blaney
The Evolution of Financial Education Featuring George Nichols III
Client Engagement vs. Satisfaction featuring Ashley Quamme
Are your estate documents in order? Featuring Cody Barbo
Financial Advice in the convenience economy featuring Jamie Hopkins
The Struggles of Being a Dadpreneur
Do you have partners or vendors? Featuring Brad Johnson
Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris
Client Engagement Is the New Alpha Featuring Craig Martin
The Age of Digital Intimacy featuring Jason Pereira
Insights from an outsider turned industry insider featuring Eric McDermott
Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren
Why Blackrock is investing in Human Advice featuring Liz Koehler
Stop forcing advisors to be technologists! Featuring Marc Butler
Scaling Financial Advice 3.0 Featuring Michael Lecours
What is your Financial Religion? Featuring Josh Curtis
The biggest challenge facing wealth management with Derek Notman and Adam Holt
Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
Overcoming Financial Vulnerabilities featuring Michael Liersch
The Future of Agency Featuring Mark Pfaff
Communicating your higher calling featuring Chuck Garcia
Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)
Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)
Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43
Advisor-First vs. Firm-First Mentality Featuring David Karr Episode 42
The News Hidden Behind the Headlines featuring Cindy Taylor Episode 41
Are you ready for a global financial disruption? Featuring Evelyn Jacks
Price Trumps Niche for Firm Growth featuring Angie Herbers - Episode 39
Is asking for referrals lame?! featuring Libby Greiwe
What did we learn in 2022?
Overcoming the Tyranny of the Urgent with Rich Campe
"Does your advice suck?" Featuring Carl Richards
The Secret to Financial Advisors & CPA Collaboration Featuring Paul Saganey
Are financial professionals stuck between self-interest and best interest advice? featuring Amit Dogra
Are financial advisors gifting dummies? Featuring Joe Fischer
Is financial advice an Industry or Profession?
Cut the Tie! Is Advisor Attire dated?
Is the USA still number one in financial advice? Featuring Bekithemba Mafulela
Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]
Relatability as a Growth Strategy featuring JR Gondeck
Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry
Are the Right People Building Fintech? (Ep 25)
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