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.
Read MoreIn this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. They 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.
Read MoreIn 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.
Read MoreIn this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice.
Read MoreIn 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.
Read MoreIn this episode, Adam Holt & Derek Notman invited Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.
Read MoreCheck out this special edition where Adam and Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined on Rethink Episode 15.
Read MoreCheck 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.
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