With decades of real-world experience as veterans and actively practicing advisors, they’re rethinking what it takes to succeed as a financial advisor in the 21st century.

Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisor, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985.

Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile.

Podcast Topics Include:

• Financial Advice vs. Sales

• Human vs. The Robo-Advisor

• Brick and Mortar vs. Remote

• Financial Advice a Luxury or Necessity?

• …and more!

Visit the Rethink. The Financial Advisor Podcast home page or subscribe to the podcast today! Click on your preferred podcast platform below.