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  • Organic growth, investors, and exits with Abby Salameh

    Organic growth, investors, and exits with Abby Salameh
    2024/12/20
    What’s your advisor Swan Song?


    In 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. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.


    We talk about:


    • Private equity (PE) firms impact on the wealth management landscape -
    • How RFG advisors are Organically growing at 20 percent year-over-year.
    • Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
    • The Importance of technology in reducing operational burdens
    • The $30 trillion wealth transfer to women
    • The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
    • AI's potential impact on marketing and operational efficiency
    • And more


    Resources:


    • Follow Abby Salameh on LinkedIn
    • Learn more about RFG Advisory
    • Follow RethinkFA on LinkedIn



    Connect With Adam Holt:


    • support@asset-map.com
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map
    • YouTube: Asset-Map


    Connect With Derek Notman:


    • Check out Couplr AI
    • LinkedIn: Derek Notman



    Hosted on Acast. See acast.com/privacy for more information.
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    32 分
  • Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

    Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer
    2024/12/09
    Is Life Insurance a ripe opportunity for financial advisors?


    In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.


    We chat about:


    • The shift in financial advice
    • The error of neglecting life insurance
    • The complexity of insurance products
    • Regulatory & Market issues
    • The Consumer Disconnect
    • Advice for improving our Industry
    • Recommendations for Financial Planners and AUM RIAs
    • And more


    Resources:


    • Follow RethinkFA on LinkedIn


    Connect With Tony Steuer:


    • Follow Tony on LinkedIn
    • Join Tony’s Money Club on his website
    • Buy Tony’s Book: Questions and Answers on Life Insurance


    Connect With Adam Holt:


    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map
    • YouTube: Asset-Map


    Connect With Derek Notman:


    • Couplr AI
    • LinkedIn: Derek Notman


    About Our Guest:


    Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast.


    Hosted on Acast. See acast.com/privacy for more information.
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    37 分
  • Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

    Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)
    2024/10/02
    Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15. Find out what George has been up to, the stance he’s taking on what it means to be a Fiduciary and how he would like to see it applied to society, and learn about his new book!In this episode George, Adam and Derek chat about:Salespeople/media (short term thinking) VS Fiduciaries/planners (long term thinking) - But being a salesperson, like most advisors startout as is all about short term survival, hard to move to long term think when I can’t pay rent.How can we not have a fiduciary civilization when we are global?Fiduciary means a steward of other’s best interests (not our own) and how Human beings are naturally selfish - how can we have both?Corporations can be more than fiduciaries to their shareholdersThe Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymoreAltruist ideals vs. Human self interest on a global scaleLimited liability is the root cause of removed responsibility (protection from personal responsibility)And lots more!Resources:Follow George Kinder on LinkedInCheck out George Kinder.com and his new book “The Three Domains of Freedom”Check out the Kinder Institute of Life Planning WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    54 分
  • Advice Mindset - Purpose and Principles featuring Breanna Blaney

    Advice Mindset - Purpose and Principles featuring Breanna Blaney
    2024/07/10
    Check 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. This is a fun episode that Adam recorded in person with Breanna at the SHIFT conference while Derek was traveling in South Africa. In this episode, Adam navigates a riveting conversation on the intersection of financial advice, personal wellness, and human ingenuity. Learn how the principles of yoga and Ayurveda can infuse meaning into financial practices, and discover actionable steps advisors can take to be more empathetic, holistic, and ultimately, transformative for their clients. Tune in for groundbreaking insights that could reshape how you think about money and life.In this episode Breanna, Adam and Derek chat about:Questioning your Why for everythingCustomer experienceEmpathyMoney, stress, and wellnessInvestor behavior and fear around money and how it relates to returnsWhat are clients willing to pay for?How our self worth is tied up in moneyYour and your clients money mindsetHow to change peoples lives and drive better outcomesAnd lots more!Resources:Follow Breanna Blaney on LinkedInFollow Dimensional on LinkedInCheck out Dimensional's WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    40 分
  • The Evolution of Financial Education Featuring George Nichols III

    The Evolution of Financial Education Featuring George Nichols III
    2024/05/20
    What does the future of financial education look like and how will it impact the growth of your business? Let’s find out from the leaders in financial education as we chat with our friend George Nichols III, President and CEO of The American College of Financial Services. George helps us understand what they are seeing on a national level when it comes to shifting consumer expectations and how the College is evolving to meet these demands while also expanding their support to advisors to help them thrive. And…learn more about the exciting partnership announcement between the College and Couplr AI!! In this episode George, Adam and Derek chat about:Why too many advisors fail to meet what clients need & wantHow we need to do a better job paying attention to what clients want and need and delivering on themThe trend of more successful advisorsThe transfer of wealth opportunity/challengeTime to Rethink the commission and incentive structureThe industry needs to speed up to meet the expectations of the clientThe American College of Financial Services partnership with Couplr AIAnd lots more!Resources:Follow George Nichols III on LinkedInFollow George Nicholls III on X/TwitterLearn more about The American College of Financial ServicesThe College & Couplr AI Press AnnouncementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    47 分
  • Client Engagement vs. Satisfaction featuring Ashley Quamme

    Client Engagement vs. Satisfaction featuring Ashley Quamme
    2024/05/08
    What’s more important - Client Satisfaction or Client Engagement?


    Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning process? Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors. If you’re looking to grow then this is a topic you don’t want to miss.


    In this episode Ashely, Adam and Derek chat about:
    • Client satisfaction vs. engagement
    • The knowing/doing gap
    • Advisors being in the relationship business but not getting formal relationship training
    • How to build relationships with under engaged spouses
    • Communication and rapport building and setting the expectations up front
    • Looking in the mirror to better serve your clients
    • And lots more!



    Resources:
    • Follow Ashley Quamme on LinkedIn
    • Follow Ashley Quamme on X/Twitter
    • Learn more about Ashley’s services at Beyond the CFP
    • Follow RethinkFA on LinkedIn
    • Listen to RethinkFA on YouTube Podcasts
    • Find us on Digital Wealth News
    • Apply to be a guest on the RethinkFA Think Tank


    Connect With Adam Holt:
    • Schedule an Asset-Map Demo
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map



    Connect With Derek Notman:
    • Schedule a Couplr Demo
    • CouplrAI
    • LinkedIn: Derek Notman
    • LinkedIn: Couplr
    • Twitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.
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    44 分
  • Are your estate documents in order? Featuring Cody Barbo

    Are your estate documents in order? Featuring Cody Barbo
    2024/04/03
    Are your and your clients estate planning documents in order?When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day. Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.In this episode Cody, Adam and Derek chat about:The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planningEstate planning is an Everybody problemWealth Transfer - a huge opportunity for estate planningExpanding your servicesDo advisors have their own estate planning done?When was the last time a client reviewed their estate planning they previously did?Can you help your younger clients with estate planning to get introduced to their older parents? The lack of education and good old procrastination - main reasons clients don’t have an estate plan. And lots more!Resources:Follow Cody Barbo on LinkedInFollow Cody Barbo on X/TwitterCheck out the Trust & Will solution for Financial AdvisorsCheck out Trust & Will for consumersFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    39 分
  • Financial Advice in the convenience economy featuring Jamie Hopkins

    Financial Advice in the convenience economy featuring Jamie Hopkins
    2024/03/20
    What is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and industry expert Jamie Hopkins.In this episode Jamie, Adam and Derek chat about:Who’s going to come out ahead given the current convergence in our industry?Advisors are not unique. What are their differentiated services & value adds?3 Biggest needs the client is looking for: tax planning - Bill Harris (Ep. 59), estate planning with trust services, bank services)You need to know what your clients want & need.Wallet Share is not really known by advisors despite their confidenceConvenience economy over experience economyRIAs should not try to solve ALL problems/needs - do it, buy it, outsource itDigital assets conversation - value addAnd lots more!Resources:Follow Jamie Hopkins on LinkedInFollow Jamie Hopkins on X/TwitterCheck out Bryn Mawr Capital ManagementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    38 分