A biweekly show co-hosted by Derek Notman, CFP® (Founder & CEO, Couplr AI) and H. Adam Holt, CFP® (Founder & CEO, Asset-Map). 74 episodes challenging the status quo of financial advice — practice management, technology, planning, delivery, mindset, and the future of the profession. Guests have included Joe Duran, Brian McLaughlin, George Kinder, Abby Salameh, Jon Patullo, Derrick Kinney, Tony Steuer, and Lelané Bezuidenhout (CEO, Financial Planning Institute of South Africa).
Featured Episodes
Episode 74 · 42:01
Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®
Read + Listen →Episode 73 · 47:15
Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin
Read + Listen →All Episodes (74)
-
Read + Listen →Ep 61 · 44:27The Struggles of Being a Dadpreneur
-
Read + Listen →Ep 47 · 34:23The Future of Agency Featuring Mark Pfaff
-
Read + Listen →Ep 37 · 37:49What did we learn in 2022?
-
Read + Listen →Ep 30 · 29:00Cut the Tie! Is Advisor Attire dated?
-
Read + Listen →Ep 23 · 1:03:17Ask Us Anything – If You Could Start Over (Ep 23)
-
Listen →Ep 12 · 34:3112. 10 Things Advisors Shouldn’t Do (Just sayin’)
-
Read + Listen →Ep 7 · 42:057. Rethink: Marketing Vs. Prospecting
-
Read + Listen →Ep 4 · 40:374. Rethink: Brick and Mortar vs. Remote
-
Read + Listen →Ep 3 · 36:403. Rethink: Human vs The Robo-Advisor
-
Read + Listen →Ep 2 · 29:462. Rethink: Financial Advice vs. Sales
-
Read + Listen →Ep 1 · 26:571. Rethink: Change is Coming
Rethink Financial Advice is hosted by Derek Notman & H. Adam Holt. This archive is Powered by Couplr AI — the AI-driven advisor matching platform for consumers who want to skip the cold-call funnel. Learn more about Couplr →