Rethink: Everything
Derek N.H. Notman, CFP?
Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast
Rethink - The Financial Advisor Podcast IS HERE!
In lieu of a longer article today I simply wanted to share something that my friend, Adam Holt, have been working on to help drive our industry forward.
We are proud to announce Rethink - The Financial Advisor Podcast!
Advisors want straight talk from like-minded visionaries. Adam and I have been advisors for a long time. We also are fintech CEOs. And oddly enough, we are "brothers from another mother." (listen to the podcast for more on this...??).
We created this podcast because we think it’s time to rethink what it means to be a financial advisor in the 21st century.?Advisors and clients want something more, join us as we examine and pick apart the status quo, question everything, and have some direct yet fun back and forth banter.
The world took quite the gut punch over the last 18 months, but as Adam recently said, "the world didn't stop". Adam and I, like so many others, kept driving forward, kept creating, collaborating, kept doing what we could to grow and help others.
This podcast is a byproduct of two advisors turned fintech CEOs who wanted to give back to a community that has given us so much.
Let's all Rethink what it means to be an advisor today, let's challenge the status quo, let's grow together and have fun doing it!
Please subscribe and listen to the podcast and don't forget to tell us would you would like to have us Rethink, to examine, to question.
Sending positive vibes your way,
Derek Notman
Virtual Certified Financial Planner? for Successful Professional Parents in their late 30s and early 40s.
3 年Congrats, that's awesome!
??Let's make work optional?? I help female executives and founders achieve the life they want now and into the future, by understanding them, their money story, and the life they dream of.
3 年Congrats guys.. This should be refreshing..
Quantitative Investment Strategist. Empowering investors with confidence and clarity in achieving their financial goals through proven systematic strategies.
3 年Derek, keep on doing what you are doing! Awesome sauce!
Wealth Manager
3 年I just signed up for auto download, best of luck to you!