Rethink Financial Advice Podcast
Hosted by H. Adam Holt, Asset-Map's Founder & CEO, alongside Derek Notman, Founder & CEO of Couplr, the Rethink Financial Advice podcast explores what it takes to build a modern, advice-first practice — one honest conversation at a time.
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H. Adam Holt, CFP®, ChFC®
Derek Notman, CFP®
All Episodes
Ep06 - Rethink: Are You a Star Player or Team Coach?
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.
Ep05 - Rethink: Financial Advice a Luxury or Necessity?
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.
Ep04 - Rethink: Brick and Mortar vs. Remote
Adam and Derek debate whether financial advisory firms still need a physical office, and how remote-first practices are changing client relationships.
Ep03 - Rethink: Human vs The Robo-Advisor
Adam and Derek weigh what robo-advisors do well against what only a human advisor can offer, and where the two are headed together.
Ep02 - Rethink: Financial Advice vs. Sales
Adam and Derek dig into the line between advice and sales in financial services, and why advisors who blur it risk losing client trust.
Ep01 - Rethink: Change is Coming
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.
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