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?

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.

• Organic growth versus consolidation
• How we need to get back to sales and training the next generation of advisors how to do it
• The low percentage of time advisors are focused on sales
• PE’s role in growth
• And more

Resources:

• Follow RethinkFA on LinkedIn

Connect With Joe Duran:

• Follow Joe Duran on LinkedIn
• Learn more about Rise Growth Partners

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
• Check out Couplr.AI

About Our Guest:

Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.

In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.

Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat about our obsession with technology over humanity. A fun conversation covering things from to differentiate ourselves through stories to what people (clients) actually want.

• Coming up with a different elevator pitch
• Creating focus time and disconnecting from digital
• Focusing on less technology and more conversations
• Getting clear on what problem you solve and who you solve it for
• And more

• Follow RethinkFA on LinkedIn

• Follow Derrick Kinney on LinkedIn
• Check out SuccessForAdvisors.com

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

• Check out Couplr AI
• LinkedIn: Derek Notman

Derrick Kinney is a financial educator, author, and speaker known for simplifying complex financial topics. He founded and led Derrick Kinney & Associates, a financial planning firm, for over 25 years before selling it to focus on broader financial education initiatives. As the CEO of Good Money Framework and host of the Good Money Podcast, Kinney encourages individuals to earn more and leverage their wealth for positive impact. His book, "Good Money Revolution," is a Wall Street Journal and USA Today bestseller. Kinney has been featured on major media outlets, including CNBC, FOX News, CNN, and The Wall Street Journal.

Hosted on Acast. See acast.com/privacy for more information.

Peering into the future from a product leader's perspective.

In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice. We cover everything from their service orientated model to support advisors to how AI is quickly accelerating. Jump in and learn how an industry insider sees advice today and where it’s headed.

We talk about:

• Scale efficiency with open architecture
• AI supporting Advisors
• TradePMR’s acquisition by Robinhood and the future of human advice
• Leveraging open APIs from vendors to drive innovation
• The speed of AI and how if you don’t pay attention you will be left behind
• And more

Resources:

• Follow Jon Patullo on LinkedIn
• Learn more about TradePMR RIA Custody Services
• Follow RethinkFA on LinkedIn

Connect With Adam Holt:

• support@asset-map.com
• Asset-Map
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map

Connect With Derek Notman:

• Check out Couplr AI
• LinkedIn: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.

We talk about:

• Private equity (PE) firms impact on the wealth management landscape -
• How RFG advisors are Organically growing at 20 percent year-over-year.
• Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
• The Importance of technology in reducing operational burdens
• The $30 trillion wealth transfer to women
• The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
• AI's potential impact on marketing and operational efficiency
• And more

• Follow Abby Salameh on LinkedIn
• Learn more about RFG Advisory
• Follow RethinkFA on LinkedIn

• support@asset-map.com
• Asset-Map
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map

• Check out Couplr AI
• LinkedIn: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.

We chat about:

• The shift in financial advice
• The error of neglecting life insurance
• The complexity of insurance products
• Regulatory & Market issues
• The Consumer Disconnect
• Advice for improving our Industry
• Recommendations for Financial Planners and AUM RIAs
• And more

Resources:

• Follow RethinkFA on LinkedIn

Connect With Tony Steuer:

• Follow Tony on LinkedIn
• Join Tony’s Money Club on his website
• Buy Tony’s Book: Questions and Answers on Life Insurance

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:

• Couplr AI
• LinkedIn: Derek Notman

About Our Guest:

Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast.

Hosted on Acast. See acast.com/privacy for more information.