Rethink. Financial Advice

Recent Episodes

Organic growth, investors, and exits with Abby Salameh

Posted December 20, 2024 • 00:32:05

What’s your advisor Swan Song?

In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth,...

Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

Posted December 9, 2024 • 00:37:03

Is Life Insurance a ripe opportunity for financial advisors?

In this episode, Adam Holt & Derek Notman invite Tony Steuer into the...

Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

Posted October 2, 2024 • 00:53:53

Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously...

Advice Mindset - Purpose and Principles featuring Breanna Blaney

Posted July 10, 2024 • 00:40:06

Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset...

The Evolution of Financial Education Featuring George Nichols III

Posted May 20, 2024 • 00:46:50

What does the future of financial education look like and how will it impact the growth of your business? Let’s find out from the leaders in financial...