Join Adam and Derek as they interview Dr. Daniel Crosby in the Rethink Tank for his unique and frank perspective on where advisors can add more alpha through behavior management.
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In this episode, Adam Holt & Derek Notman rethink advisor bias, specifically on retirement income certainty. Adam and Derek invite Ramsey Smith, CEO of Alex.fyi and retirement distribution expert, into the Rethink Tank for some guidance on this topic and how it impacts the industry both now and in the future.
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In this episode, Adam Holt & Derek Notman rethink digital marketing as a financial advisor and what you need to know to implement it into your business. Adam and Derek attempt to simplify four categories of digital marketing and what makes sense to pay for or do yourself.
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In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better. Adam and Derek speak about how each role is equally as important, but knowing where you fit in can take your client services to the next level.
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In this episode, Adam Holt & Derek Notman go into detail about how robo-advice is changing the financial industry, and how it is important as financial advisors to remain competitive. Adam and Derek speak about how technology is changing financial advising, and how it’s influencing consumers.
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