Featuring Kobus Kleyn

Featuring Derek Notman & Adam Holt. (Ep 30)

How Leading with Advice is changing the global landscape featuring Bekithemba (Beki) Mafulela [Ep 29]

Are advisors really prepared to coach clients in retirement?

Do you and your firm resemble & relate to your clients?

Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because thats the way its always been done. But this doesnt have to be the case.In this episode, Adam Holt & D

It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives.

There are some things that money cant buy. Is marketing success one of those things?In this episode, Adam Holt & Derek Notman invite Megan Carpenter, CEO & Co-Founder of FiComm Partners into the Rethink tank. Megan discusses what the future of

Regardless of our profession most of us at some point find ourselves asking the question: If you could do it all again, what would you do? In this episode, Adam Holt & Derek Notman chop it up in the R

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