Rethink. Financial Advice

Recent Episodes

13. Rethink: Attracting Ideal Clients as a Thought Leader

Posted January 5, 2022 • 00:41:24

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...

12. 10 Things Advisors Shouldn’t Do (Just sayin’)

Posted December 22, 2021 • 00:34:31

It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely...

11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia

Posted December 1, 2021 • 00:38:20

Do you consider yourself to be a financial advisor first or an entrepreneur?

In this episode, Adam Holt & Derek Notman rethink the financial...

10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks

Posted November 17, 2021 • 00:32:29

A common question in the industry is what type of firm is best for a financial professional in today’s advisory world.

Is it captive or independent?...

9. Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces

Posted October 27, 2021 • 00:31:59

As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s...