Rethink. Financial Advice

What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lelané Bezuidenhout to unpack why South Africa might just be leapfrogging the U.S. in the evolution of financial advice.

From artist to industry leader, Lelané shares a fresh, no-nonsense take on why financial advice must stop being about pushing products and start being a lifelong partnership rooted in purpose, transparency, and empathy. Think "tour guide," not "trinket peddler."

Whether you're an advisor ready to ditch the sales-first mentality or just curious about how values-driven advice can shake up a whole profession, this episode is a wake-up call from the other side of the world — and yes, it includes Ubuntu.

Connect With Lelané Bezuidenhout:

LinkedIn: Lelané Bezuidenhout
Check out the FPI website

Connect With Adam Holt:

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

Connect With Derek Notman:

LinkedIn: Derek Notman
Twitter: Derek Notman
Couplr AI
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Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech?

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.

Brian discusses:

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:

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LinkedIn: Adam Holt
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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?
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Why are advisors failing at organic growth?

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.

Joe discusses:

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:
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LinkedIn: Adam Holt
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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.
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What do Life Planning and Dream of Freedom have to do with being a Fiduciary?

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.

Join us as we talk about:

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

Resources:

Follow RethinkFA on LinkedIn

Connect With Derrick Kinney:

Follow Derrick Kinney on LinkedIn
Check out SuccessForAdvisors.com

Connect With Adam Holt:

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

Connect With Derek Notman:

Check out Couplr AI
LinkedIn: Derek Notman

About Our Guest:

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.
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Peering into the future from a product leader's perspective.

In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of advice. We cover everything from their service orientated model to support advisors to how AI is quickly accelerating. Jump in and learn how an industry insider sees advice today and where it’s headed.

We talk about:

Scale efficiency with open architecture
AI supporting Advisors
TradePMR’s acquisition by Robinhood and the future of human advice
Leveraging open APIs from vendors to drive innovation
The speed of AI and how if you don’t pay attention you will be left behind
And more

Resources:

Follow Jon Patullo on LinkedIn
Learn more about TradePMR RIA Custody Services
Follow RethinkFA on LinkedIn

Connect With Adam Holt:

[email protected]
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LinkedIn: Adam Holt
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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.