Invest in conversations before technology featuring Derrick Kinney

Episode 71 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "Invest in conversations before technology featuring Derrick Kinney" was published on February 26, 2025 and runs 37 minutes.

February 26, 2025 ·37m · Rethink. Financial Advice

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Summary

What 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 what problem you solve and who you solve it forAnd moreResources: Follow RethinkFA on LinkedInConnect With Derrick Kinney:Follow Derrick Kinney on LinkedInCheck out SuccessForAdvisors.comConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Check out Couplr AILinkedIn: Derek NotmanAbout Our Guest:Derrick Kinney is a financial educator, author, and speaker known for simplifying complex financial topics. He founded and led Derrick Kinney & Associates, a financial planning firm, for over 25 years before selling it to focus on broader financial education initiatives. As the CEO of Good Money Framework and host of the Good Money Podcast, Kinney encourages individuals to earn more and leverage their wealth for positive impact. His book, "Good Money Revolution," is a Wall Street Journal and USA Today bestseller. Kinney has been featured on major media outlets, including CNBC, FOX News, CNN, and The Wall Street Journal. Hosted on Acast. See acast.com/privacy for more information.

Episode Description

What 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 pitch
Creating focus time and disconnecting from digital
Focusing on less technology and more conversations
Getting clear on what problem you solve and who you solve it for
And more

Resources:

Follow RethinkFA on LinkedIn

Connect With Derrick Kinney:

Connect With Adam Holt:

Connect With Derek Notman:

About Our Guest:

Derrick Kinney is a financial educator, author, and speaker known for simplifying complex financial topics. He founded and led Derrick Kinney & Associates, a financial planning firm, for over 25 years before selling it to focus on broader financial education initiatives. As the CEO of Good Money Framework and host of the Good Money Podcast, Kinney encourages individuals to earn more and leverage their wealth for positive impact. His book, "Good Money Revolution," is a Wall Street Journal and USA Today bestseller. Kinney has been featured on major media outlets, including CNBC, FOX News, CNN, and The Wall Street Journal.

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