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🎧Podcast
🎧Adam Holt and Derek Notman
Coming Soon
Coming Soon
Release Date:
2021-05-29 03:08:24
Hosted on Acast. See acast.com/privacy for more information.
Coming Soon
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Title
Coming Soon
Copyright
Adam Holt and Derek Notman
Release Date
2021-05-29 03:08:24
flashback
2024-05-20
The Evolution of Financial Education Featuring George Nichols III
2024-05-08
Client Engagement vs. Satisfaction featuring Ashley Quamme
2024-04-03
Are your estate documents in order? Featuring Cody Barbo
2024-03-20
Financial Advice in the convenience economy featuring Jamie Hopkins
2024-02-28
The Struggles of Being a Dadpreneur
2024-01-25
Do you have partners or vendors? Featuring Brad Johnson
2023-12-18
Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris
2023-11-29
Client Engagement Is the New Alpha Featuring Craig Martin
2023-11-08
The Age of Digital Intimacy featuring Jason Pereira
2023-10-27
Insights from an outsider turned industry insider featuring Eric McDermott
2023-09-27
Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren
2023-09-13
Why Blackrock is investing in Human Advice featuring Liz Koehler
2023-08-19
Stop forcing advisors to be technologists! Featuring Marc Butler
2023-08-04
Scaling Financial Advice 3.0 Featuring Michael Lecours
2023-07-12
What is your Financial Religion? Featuring Josh Curtis
2023-06-28
The biggest challenge facing wealth management with Derek Notman and Adam Holt
2023-06-14
Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
2023-05-31
Overcoming Financial Vulnerabilities featuring Michael Liersch
2023-05-24
The Future of Agency Featuring Mark Pfaff
2023-05-03
Communicating your higher calling featuring Chuck Garcia
2023-04-19
Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)
2023-04-05
Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)
2023-03-22
Financial Well-Being Starts Day One Featuring Catherine Morgan Episode 43
2023-03-08
Advisor-First vs. Firm-First Mentality Featuring David Karr Episode 42
2023-02-22
The News Hidden Behind the Headlines featuring Cindy Taylor Episode 41
2023-02-08
Are you ready for a global financial disruption? Featuring Evelyn Jacks
2023-01-26
Price Trumps Niche for Firm Growth featuring Angie Herbers - Episode 39
2023-01-11
Is asking for referrals lame?! featuring Libby Greiwe
2023-01-01
What did we learn in 2022?
2022-12-22
Overcoming the Tyranny of the Urgent with Rich Campe
2022-12-08
"Does your advice suck?" Featuring Carl Richards
2022-11-23
The Secret to Financial Advisors & CPA Collaboration Featuring Paul Saganey
2022-11-09
Are financial professionals stuck between self-interest and best interest advice? featuring Amit Dogra
2022-10-26
Are financial advisors gifting dummies? Featuring Joe Fischer
2022-10-12
Is financial advice an Industry or Profession?
2022-09-29
Cut the Tie! Is Advisor Attire dated?
2022-09-15
Is the USA still number one in financial advice? Featuring Bekithemba Mafulela
2022-09-08
Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]
2022-08-24
Relatability as a Growth Strategy featuring JR Gondeck
2022-08-12
Work-Life Balance for Financial Advisors? Featuring Dr. Travis Parry
2022-07-20
Are the Right People Building Fintech? (Ep 25)
2022-06-22
Can you buy Marketing Success? With Megan Carpenter (Ep 24)
2022-06-08
Ask Us Anything – If You Could Start Over (Ep 23)
2022-05-25
Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)
2022-05-11
Are you a Fake Fiduciary with Tom Hegna (Ep 21)
2022-04-27
The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)
2022-04-13
Surviving the (Digital) Tsunami With Jason Wenk (Ep. 19)
2022-03-30
Building a Social Media Following With Devin Banerjee of LinkedIn (Ep. 18)
2022-03-16
Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)
2022-03-02
The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)
2022-02-02
Beyond Fiduciary featuring George Kinder (Ep.15)
2022-01-19
14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith
2022-01-05
13. Rethink: Attracting Ideal Clients as a Thought Leader
2021-12-22
12. 10 Things Advisors Shouldn’t Do (Just sayin’)
2021-12-01
11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia
2021-11-17
10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks
2021-10-27
9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces
2021-10-07
8. Rethink: Paid vs Organic Digital Marketing
2021-09-23
7. Rethink: Marketing Vs. Prospecting
2021-09-09
6. Rethink: Are You a Star Player or Team Coach?
2021-08-26
5. Rethink: Financial Advice a Luxury or Necessity?
2021-08-12
4. Rethink: Brick and Mortar vs. Remote
2021-07-31
3. Rethink: Human vs The Robo-Advisor
2021-07-15
2. Rethink: Financial Advice vs. Sales
2021-07-01
1. Rethink: Change is Coming
2021-05-29
Coming Soon