Rethink Financial Advice Podcast

Lelané Bezuidenhout offers a South African perspective on values-driven, relationship-first financial advice.

Brian McLaughlin joins the show to ask whether fintech is now driving advisor behavior instead of the other way around.

Joe Duran explains why so many advisors have forgotten how to sell — and what it will take to reignite organic growth industry-wide.

Derrick Kinney makes the case that genuine conversation, not more technology, is what actually wins and keeps clients.

TradePMR's Jon Patullo talks with the hosts about building open, AI-ready technology platforms that keep advisors — not software — at the center of client relationships.

Abby Salameh joins Adam Holt and Derek Notman to unpack how organic growth, private equity investment, and eventual exits are reshaping advisory firm strategy.

Tony Steuer makes the case that life insurance remains a massive, underused opportunity for financial advisors.

Life Planning pioneer George Kinder asks whether a fiduciary mindset could improve more than just financial advice.

Breanna Blaney of Dimensional Fund Advisors on bringing empathy, vulnerability, and human ingenuity into financial advice.

George Nichols III of The American College of Financial Services on educating the next generation of financial advisors.

Ashley Quamme argues that engaged clients—not just satisfied ones—are what make financial advice actually work.

Trust & Will's Cody Barbo makes the case for why every advisor should get estate planning right—starting with their own.

Jamie Hopkins explains why convenience—not just experience—is becoming the new bar for financial advice.

Adam and Derek go off-script for a personal recap of the REBL Dads community and what it means to be a dadpreneur.

Brad Johnson joins Rethink to unpack why financial advisors should demand more from the vendors and partners who support their practices.

Former TurboTax, PayPal, and Personal Capital CEO Bill Harris joins Adam and Derek to share three decades of lessons at the intersection of money and technology.

J.D. Power's Craig Martin joins Adam and Derek to argue that client engagement — not just technology — is the new source of competitive alpha for advisors.

Jason Pereira joins Adam and Derek to explore what "digital intimacy" means for building trust with clients online.

Eric McDermott joins Adam and Derek to share what an outsider-turned-insider perspective reveals about the financial advice industry.

Goldman Sachs' Richard Lofgren joins Adam and Derek to examine whether big institutions or independent advisors are better positioned to serve today's clients.

BlackRock's Liz Koehler joins Adam and Derek to unpack why the world's largest asset manager is doubling down on human, empathetic financial advice.

Fintech veteran Marc Butler joins Adam and Derek to make the case that advisors should leverage technology without becoming technologists themselves.

Michael Lecours of fpPathfinder joins Adam and Derek to explore what it will take to scale financial advice into a true "3.0" era.

Financial advisor Josh Curtis joins Adam and Derek to explore what really shapes an advisor's personal "financial religion" — the beliefs and philosophy that drive how they serve clients.

Ten advisors and fintech leaders from the WealthManagement.com Edge conference join hosts Adam Holt and Derek Notman to name wealth management's single biggest challenge.

Hosts Adam Holt and Derek Notman tackle why large financial services enterprises struggle to innovate, and what it will take to speed them up.

Wells Fargo Advisors' Michael Liersch explains why helping clients open up about financial vulnerability, not avoiding the topic, is the key to better advice.

Former New York Life agency executive Mark Pfaff joins the show to weigh in on whether the century-old agency distribution model can survive the shift from product to advice.

Executive communication coach and bestselling author Chuck Garcia breaks down what it really takes to be understood — and to lead — as a communicator.

UK fintech analyst Ian McKenna warns that technology and regulation are about to reshape how financial advice gets delivered — and advisors who don't adapt will be left behind.

FMG Suite Chief Evangelist Samantha Russell explains why advisors who ignore marketing and client-acquisition data are putting their practices at risk.

Financial coach and bestselling author Catherine Morgan makes the case that holistic financial wellness deserves a central place in the advice relationship.

Equitable Advisors Chairman David Karr joins the Rethink hosts to argue that strong financial advisors, not their firms, now hold the leverage in today's advice marketplace.

Digital Wealth News founder Cindy Taylor joins hosts Adam Holt and Derek Notman to reveal the fintech and industry stories mainstream financial media routinely miss.

Knowledge Bureau founder Evelyn Jacks joins the hosts to help advisors get their practices, and their clients, ready for global financial disruption.

Herbers & Company founder Angie Herbers and the hosts argue that pricing, not niching, is the real key to early-stage advisor growth.

The Efficient Advisor's Libby Greiwe explains how she grew a seven-figure practice without ever directly asking for referrals.

Hosts Adam Holt and Derek Notman look back at the biggest lessons and "mic drop" moments from a year of Rethink episodes.

ProAdvisorCoach's Rich Campe helps advisors break free from constant firefighting and build a more proactive practice.

Behavior Gap founder Carl Richards questions whether the financial planning industry has lost sight of what makes advice genuinely good.

Integrated Partners founder Paul Saganey joins the show to reveal what actually makes financial advisor and CPA partnerships work.

Adam Holt and Derek Notman press tru Independence President Amit Dogra on whether advisor compensation models can ever be fully free of self-interest.

Hosts Adam Holt and Derek Notman sit down with Greetabl founder Joe Fischer to expose why most advisor client gifting is falling flat, and how to fix it.

Kobus Kleyn joins Adam Holt and Derek Notman to examine why financial advice is habitually called an industry rather than a profession, and whether the word choice gives something away.

Adam Holt and Derek Notman work through whether the suit-and-tie convention still serves advisors, and use it as a way into a larger question about authenticity.

Bekithemba Mafulela of Momentum joins Adam Holt and Derek Notman to question an assumption most American advisors never examine, that the United States leads the world in how financial advice is delivered.

Keena Pettijohn and Dorothy Hinchcliff join Adam Holt and Derek Notman on an uncomfortable question: whether an advisor who has never retired, and is not yet 65, is actually qualified to guide someone through the transition.

Hightower's JR Gondeck joins Adam and Derek to explain how pairing male and female advisors and investing in junior talent helped his $2B team better reflect and serve its multigenerational client base.

Dr. Travis Parry, a recovered financial advisor turned researcher, joins Adam and Derek to explain why most advisors are secret workaholics and how his Make Time Method helps them reclaim balance without sacrificing growth.

Adam and Derek debate whether the wrong people have been designing fintech, drawing on their own experience building tools advisors actually adopt.

FiComm Partners' Megan Carpenter joins Adam and Derek to explain why marketing success can't be bought and what advisors should focus on instead.

Adam and Derek open up their own playbooks in a live Ask Us Anything, sharing what they'd do differently if they were starting their advisory careers over today.

Bento Engine's Philipp Hecker and behavioral researcher Dr. Meg Lurtz join Adam and Derek to reveal how even well-advised clients are missing critical milestone guidance.

Retirement income expert Tom Hegna joins Adam and Derek to expose the 'fake fiduciaries' quietly leaving annuities and insurance out of otherwise sound retirement plans.

Riskalyze's Aaron Klein joins Adam and Derek to explore how easily advisors can slip into complacency by leaning on outdated technology.

Jason Wenk warns Adam and Derek that a digital tsunami is coming for financial advice — it's a matter of when, not if.

LinkedIn's Devin Banerjee joins Adam and Derek to explain why every financial advisor is a subject matter expert with an audience waiting to be built.

Joe Jordan joins Adam and Derek to make the case that market-centric, product-first advisory practices are unsustainable.

Dr. Daniel Crosby joins Adam and Derek to unpack why investor behavior — not markets — is the biggest driver of financial outcomes.

Adam and Derek talk with George Kinder about what it really means to act as a fiduciary beyond the legal definition, exploring life planning and deep listening so advisors can better serve clients' true goals.

Adam and Derek discuss with Ramsey Smith how advisor bias quietly shapes retirement distribution recommendations, unpacking annuities, pensions, and qualified plan options so advisors can serve clients more objectively.

Adam and Derek explore how becoming a subject matter expert helps advisors attract their ideal clients, covering LinkedIn, blogging, video, and podcasting tactics advisors can use to build real thought leadership.

Adam and Derek close out the year with a lighthearted top-10 list of things advisors should never do, giving listeners a fun but pointed gut-check on client boundaries, compliance, and professionalism.

Adam and Derek discuss with Robert Sofia the difference between being a great advisor and building a valuable business, exploring delegation, technology, and enterprise value so advisors can start thinking like true owners.

Adam and Derek talk with recruiter Ryan Shanks about choosing between captive, independent broker-dealer, and RIA models, sharing survey data and real transition stories so advisors can weigh their next move with eyes open.

Adam and Derek sit down with Michael Kitces to unpack what the words advisor, adviser, and 'advicer' really signal about how a professional gets paid, giving listeners a sharper lens for evaluating their own business model.

Adam and Derek break down what advisors should pay for versus build organically in their digital marketing, covering SEO, SEM, social, content, and email so advisors can prioritize a scrappy but effective marketing budget.

Adam and Derek debate whether prospecting or marketing wins the battle for new clients, tracing how outdated sales-funnel theory has been upended by search, social proof, and niche positioning so advisors can decide where to focus their growth efforts.

Adam and Derek explore the difference between advisors who play every position themselves and those who build and coach a team, and what it costs to get that balance wrong.

Adam and Derek ask who financial advice is really for today, and make the case for treating sound guidance as a necessity rather than a luxury.

Adam and Derek debate whether financial advisory firms still need a physical office, and how remote-first practices are changing client relationships.

Adam and Derek weigh what robo-advisors do well against what only a human advisor can offer, and where the two are headed together.

Adam and Derek dig into the line between advice and sales in financial services, and why advisors who blur it risk losing client trust.

Adam Holt and Derek Notman kick off Rethink by explaining why they started the podcast and the shift already underway in how financial advice gets built, priced, and delivered.