In this episode, Adam Holt & Derek Notman rethink advisor bias, specifically on retirement income certainty. Adam and Derek invite Ramsey Smith, CEO of Alex.fyi and retirement distribution expert, into the Rethink Tank for some guidance on this topic and how it impacts the industry both now and in the future.
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 MoreIn this episode, Adam Holt & Derek Notman speak with Ryan Shanks, co-founder of FA Match, where they discuss what financial professionals are moving towards and leaving behind. The trio discuss the motivations for both firms and advisors to affiliate with modern practices and rebuilt legacy platforms.
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.
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