Posts tagged Financial Services
Rethink. The Financial Advisor Podcast - Ep. 15 Beyond Fiduciary featuring George Kinder

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.

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Rethink. The Financial Advisor Podcast - Ep. 13 Rethink: Attracting Ideal Clients as a Thought Leader

In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) and thought leader in your advisory niche is vital in attracting your ideal clients. Adam and Derek share from their own experiences and offer guidance on how you can develop yourself as a thought leader and spread your knowledge as a subject matter expert.

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Rethink. The Financial Advisor Podcast - Ep. 12 10 Things Advisor's Shouldn't Do (Just sayin')

In 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.

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Rethink. The Financial Advisor Podcast - Ep. 8 Paid vs. Organic Digital Marketing

In this episode, Adam Holt & Derek Notman rethink digital marketing as a financial advisor and what you need to know to implement it into your business. Adam and Derek attempt to simplify four categories of digital marketing and what makes sense to pay for or do yourself.

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Rethink. The Financial Advisor Podcast - Ep. 6 Rethink: Are You a Star Player or Team Coach?

In 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.

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