In this episode, Adam Holt & Derek Notman invited Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.
Read More
Check out this special edition where Adam and Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined on Rethink Episode 15.
Read More
Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all.
Read More
Join Adam, Derek, and their friend George Nichols III, President and CEO of The American College of Financial Services, where they’ll talk about shifting consumer expectations and how the College is evolving to meet these demands while also expanding their support to advisors to help them thrive
Read More
Join Adam, Derek, and special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, as they talk about the shift to human-first advice and what it means for advisors.
Read More
Join Adam, Derek, and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.
Read More
Join Adam and Derek as they explore this topic and many more with their friend, fellow REBL Dad, and industry expert Jamie Hopkins.
Read More
Join Adam and Derek as they dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island.
Read More