Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors arent as focused on being proactive wh

Are you a fake Fiduciary?  The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just marketing it? In this episode, Adam Holt and Derek Notman are j

Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available.  And yet, advisors are telling us that they’re using legacy tools tha

A digital tsunami is coming. This is your warning!  The major changes that are coming to the financial (digital) advisor are going to be disruptive in ways we’ve never seen before. Adam Holt & Derek N

As a financial advisor, does the number of followers you have on social media matter? Well, if you’re trying to grow your advising business, the more people who hear your authentic voice the better, r

Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability. In this episode, Adam Holt & Derek Notman

Is it possible that the biggest influence on investor outcomes is their own behavior?  How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspok

What do Life Planning and Dream of Freedom have to do with being a Fiduciary?  In this episode, Adam Holt & Derek Notman invite George Kinder into the Rethink Tank to talk about the critical mindset o

The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending.  With all of the effort placed on accumulation funding, the demographics of world

Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader? In