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:

• support@asset-map.com
• Asset-Map
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• 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.

In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and exit strategies. Everything from organic growth and acquisitions to the impact of AI, we have a fun chat that is sure to give you some great insights and action items.

We talk about:

• Private equity (PE) firms impact on the wealth management landscape -
• How RFG advisors are Organically growing at 20 percent year-over-year.
• Is being acquired (PE) a good long term strategy for an advisors business? What are the true impacts?
• The Importance of technology in reducing operational burdens
• The $30 trillion wealth transfer to women
• The Need for an organic growth strategy for acquisitions (Growth Rate.. not just ARR
• AI's potential impact on marketing and operational efficiency
• And more

• Follow Abby Salameh on LinkedIn
• Learn more about RFG Advisory
• Follow RethinkFA on LinkedIn

• support@asset-map.com
• Asset-Map
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map

• Check out Couplr AI
• LinkedIn: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might just be the next blue ocean opportunity.. Tony shares his perspective on life insurance as both an advisor, insurance expert, and fee-based consultant.

We chat about:

• The shift in financial advice
• The error of neglecting life insurance
• The complexity of insurance products
• Regulatory & Market issues
• The Consumer Disconnect
• Advice for improving our Industry
• Recommendations for Financial Planners and AUM RIAs
• And more

Resources:

• Follow RethinkFA on LinkedIn

Connect With Tony Steuer:

• Follow Tony on LinkedIn
• Join Tony’s Money Club on his website
• Buy Tony’s Book: Questions and Answers on Life Insurance

Connect With Adam Holt:

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

Connect With Derek Notman:

• Couplr AI
• LinkedIn: Derek Notman

About Our Guest:

Tony Steuer is an experienced insurance advisor specializing in life insurance policy review and financial literacy. With over 30 years of experience, he has worked predominantly as a fee-based consultant, advising wealth managers, trust officers, and attorneys on the efficacy and value of life insurance policies. He has served on the California Department of Insurance curriculum board, ensuring the proper education of life insurance producers and is an expert content reviewer for esteemed financial platforms like Forbes, Bankrate, and Nerd wallet and commonly a guest on news programs. Additionally, Tony is an author of a well-regarded book, "Questions and Answers on Life Insurance," which has been used in numerous personal finance courses and has won an award for excellence in financial literacy education. He now advises a firm engaged in the insurance sector and actively raises awareness about life insurance through various media appearances and his podcast.

Hosted on Acast. See acast.com/privacy for more information.