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:

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!

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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:

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:

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

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