In this episode, Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset of being a client fiduciary. George shares his perspective on how financial advice can help people find meaning, and how it starts with listening.
Read MoreIn this episode, Adam Holt & Derek Notman share a list of ten things that advisors are doing that they should stop right now—time to rethink it. Adam and Derek touch on their personal stories (and make fun of each other) along the way and help you understand how following this advice could take your practice to the next level in 2022. Cameo appearance from the numero uno robo, the Terminator as he chimes in to the podcast.
Read MoreFind out how you can create a firm that attracts and keeps the right advisors so you can grow your company long into the future.
Read MoreIn this episode, Adam Holt & Derek Notman invite the renowned Michael Kitces to the Rethink Tank to debate professional identity, practice investments and regulation given the direction of the profession.
Read MoreIn this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better. Adam and Derek speak about how each role is equally as important, but knowing where you fit in can take your client services to the next level.
Read MoreIn 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 their own personal experiences of defining their identity and aim to help you define yours.
Read MoreThe amount of times I've heard how both technology and professionals need empathy in more recent conversations has certainly spiked. Although I know we’ve been using consumer empathy in design thinking for years with Asset-Map, I think it's really important to understand why empathy is climbing the charts as the buzzword of the year.
Read MoreWe’ve great news for the expert advisors and amateur cartographers who love using Asset-Map. Today, the platform is getting even better with the addition of Cash Flow Details to Target-Maps.
Read More
