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H. Adam Holt, CFP and Derek N.H. Notman, CFP
Rethink. Financial Advice
Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated....
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Ratings & Reviews
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5.0 stars from 16 ratings
Rethink
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“Derek and Adam always have great content on these podcasts. Interesting guests and I like the format as they record the interview and then stop and reflect on what the guests have said. One of the best podcasts I listen to for financial advisors.
Highly recommend it!”
BillChambley via Apple Podcasts ·
United States of America ·
01/27/23
Great insight
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“I have followed Derek for several years which means I have a good idea about what to expect him to say. But despite that his insight doesn’t get old. He sticks to his guns and his message is consistent without getting stale or preachy over time. Nice to see his perspective growing and evolving...”Read full review »
Joe B - NJ via Apple Podcasts ·
United States of America ·
10/13/22
Awesome Stuff
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“Great tips and thoughts for both established and up and coming advisors. Keep it up!”
Erik Baskin via Apple Podcasts ·
United States of America ·
01/19/22
Recent Episodes
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 person with Breanna at the SHIFT conference while...
Published 07/10/24
Published 07/10/24
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 education as we chat with our friend George Nichols III, President and CEO of The American College of Financial Services. George helps us...
Published 05/20/24
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See hourly chart positions and more than 30 days of history.
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