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Rethink: The Financial Advisor: 10 things financial advisors shouldn’t do.

“Hasta La Vista, Baby (2021)”

It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and me as we give you 10 things that you absolutely should NOT be doing as an advisor.  

Rule number 1: Don’t sleep with your clients!  

In this episode, Adam Holt & I share a list of ten things that advisors are doing that they should stop right now—time to rethink it. We touch on our personal stories (and make fun of each other) along the way and help you understand how following this advice could take your practice to the next level in 2022.  

If we say, “I’ll be back,” who comes to mind? Yes, we even have a cameo appearance from the numero uno robo, the Terminator as he chimes in to the podcast. 

To summarize, Adam and I discuss: 

  • The roller coaster that is advising family members 
  • You’re not listening and we can prove it with jargon 
  • Sales lists versus relationships lists 
  • The aspect of tech that everyone keeps ignoring and 10x the ROI 
  • And more 

Connect With Derek Notman: 

Connect With Adam Holt: 

About Our Cameo Guest:  

It’s Arnold Schwarzenegger. Do I need to say anything more?  

Happy Holidays  

From Adam and I, we wish you a happy, relaxing, and restorative festive season. We look forward to sharing a lot more advice in the year to come.  

The holidays emulate exactly what your clients require, and that is the human element. So enjoy the holiday and take some of the love, trust and humanity you experience during this time and insert it into your new year!  

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