Why are advisors failing at organic growth?In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (n

What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat about our obsession with technology over humani

Peering into the future from a product leader's perspective.In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice.  We cover everything from their service

Whats your advisor Swan Song?In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies.  Everything from organic

Is Life Insurance a ripe opportunity for financial advisors? In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Ton

Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15.  Find out what George has been up to, the stance he’s taking on what

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. This is a fun episode that Adam recorded in pers

What does the future of financial education look like and how will it impact the growth of your business?  Lets find out from the leaders in financial education as we chat with our friend George Nichols III, President and CEO of The American Co

Whats more important - Client Satisfaction or Client Engagement?  Can satisfaction be high with low engagement?  How can financial professionals help clients better engage in the financial planning process?  Join us as we unpack these ques

Are your and your clients estate planning documents in order?When was the last time you and your clients reviewed them? Upwards of 68% of Americans dont have a will, yet we all are going to need one some day.  Whether youre an advisor looking