Posts tagged Identity
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.

Read More
Rethink. The Financial Advisor Podcast - Ep. 10 Rethink: Moving Firms - Captive vs. IBD vs. RIA - featuring Ryan Shanks

In 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 More