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.

• How advisors need to ask questions about integrations
• The perception that integration is a requirement
• The importance of training on tech for the entire team
• Selling through education and problem solving
• The failure to serve the average American customer in a profitable manner
• And much more!

Resources:

• Follow RethinkFA on LinkedIn

Connect With Brian McLaughlin:

• LinkedIn: Brian McLaughlin
• Twitter/X: Brian McLaughlin

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:

• LinkedIn: Derek Notman
• Twitter: Derek Notman
• Couplr AI

About Our Guest:

Brian McLaughlin is the nicest fintech founder! Recently retired possibly the most influential fintech executive with Redtail’s 130K advisors and then Orion Tech. Two plus decades of experience and insights and a dog lover, what else can you ask for?

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The 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. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.

• Organic growth versus consolidation
• How we need to get back to sales and training the next generation of advisors how to do it
• The low percentage of time advisors are focused on sales
• PE’s role in growth
• And more

Resources:

• Follow RethinkFA on LinkedIn

Connect With Joe Duran:

• Follow Joe Duran on LinkedIn
• Learn more about Rise Growth Partners

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:

• LinkedIn: Derek Notman
• Check out Couplr.AI

About Our Guest:

Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.

In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.

Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals.

Hosted on Acast. See acast.com/privacy for more information.

In 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.

• Coming up with a different elevator pitch
• Creating focus time and disconnecting from digital
• Focusing on less technology and more conversations
• Getting clear on what problem you solve and who you solve it for
• And more

• Follow RethinkFA on LinkedIn

• Follow Derrick Kinney on LinkedIn
• Check out SuccessForAdvisors.com

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

• Check out Couplr AI
• LinkedIn: Derek Notman

Derrick Kinney is a financial educator, author, and speaker known for simplifying complex financial topics. He founded and led Derrick Kinney & Associates, a financial planning firm, for over 25 years before selling it to focus on broader financial education initiatives. As the CEO of Good Money Framework and host of the Good Money Podcast, Kinney encourages individuals to earn more and leverage their wealth for positive impact. His book, "Good Money Revolution," is a Wall Street Journal and USA Today bestseller. Kinney has been featured on major media outlets, including CNBC, FOX News, CNN, and The Wall Street Journal.

Hosted on Acast. See acast.com/privacy for more information.