Rethink. Financial Advice

About Rethink. Financial Advice

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, 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 advisors, 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. Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.

Publisher

H. Adam Holt, CFP and Derek N.H. Notman, CFP

Category

business · education · technology

Language

en

Explicit

No

First episode

28 May 2021

Latest episode

2 Jul 2025

Latest episodes

75 episodes in the feed.

1. 

   2 Jul 2025

   Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

   Lelané Bezuidenhout CFP® shares her perspective on how South Africa's financial advice industry prioritizes purpose, transparency, and empathy, suggesting a move away from product-focused sales in this interview with Adam Holt and Derek Notman.

2. 

   30 Apr 2025

   Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

   Adam Holt and Derek Notman interview fintech icon Brian McLaughlin about the evolving relationship between technology and financial advisors, exploring AI, consolidation, and leveraging tech for client success.

3. 

   26 Mar 2025

   Why advisors are failing at organic growth featuring Joe Duran

   Adam Holt and Derek Notman interview financial industry titan Joe Duran about why advisors neglect sales and organic growth, offering insights into modern wealth management strategies.

Who has been a guest on Rethink. Financial Advice

Names identified in recent episode analyses. Showing up to five guests.

• Lelané Bezuidenhout
• Brian McLaughlin
• Joe Duran
• Derrick Kinney
• Jon Patullo

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

2,245

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

19 ratings

Spotify

5.0 / 5

7 ratings

Podcast Authority Score: 58 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

50

Social presence

0

YouTube

68

Engagement

97

Contact Rethink. Financial Advice

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.