In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.

• How advisors need to ask questions about integrations
• The perception that integration is a requirement
• The importance of training on tech for the entire team
• Selling through education and problem solving
• The failure to serve the average American customer in a profitable manner
• And much more!

Resources:

• Follow RethinkFA on LinkedIn

Connect With Brian McLaughlin:

• LinkedIn: Brian McLaughlin
• Twitter/X: Brian McLaughlin

Connect With Adam Holt:

• Asset-Map
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map

Connect With Derek Notman:

• LinkedIn: Derek Notman
• Twitter: Derek Notman
• Couplr AI

About Our Guest:

Brian McLaughlin is the nicest fintech founder! Recently retired possibly the most influential fintech executive with Redtail’s 130K advisors and then Orion Tech. Two plus decades of experience and insights and a dog lover, what else can you ask for?

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