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Artwork for Rethink. Financial Advice

Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP
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BusinessPodcastsTechnologyENunited-statesDaily or near-daily
5 / 5
Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.
Top 28.6% by pitch volume (Rank #14294 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
75
Founded
N/A
Category
Business
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/rethink-financial-advice
Cadence: Dormant
Reply rate: Under 2%

Latest Episodes

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Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

Wed Jul 02 2025

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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 BezuidenhoutCheck out the FPI websiteConnect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: LinkedIn: Derek NotmanTwitter: Derek NotmanCouplr AI Hosted on Acast. See acast.com/privacy for more information.

More

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 BezuidenhoutCheck out the FPI websiteConnect With Adam Holt: Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map  Connect With Derek Notman: LinkedIn: Derek NotmanTwitter: Derek NotmanCouplr AI Hosted on Acast. See acast.com/privacy for more information.

Key Metrics

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Pitches sent
23
From PodPitch users
Rank
#14294
Top 28.6% by pitch volume (Rank #14294 of 50,000)
Average rating
5.0
Ratings count may be unavailable
Reviews
7
Written reviews (when available)
Publish cadence
Daily or near-daily
Dormant
Episode count
75
Data updated
Feb 10, 2026
Social followers
764

Public Snapshot

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BusinessPodcastsTechnology
Country
United States
Language
English
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Wed Jul 02 2025

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
764
Contact available
Yes
Masked on public pages
Sponsors detected
Private
Hidden on public pages
Guest format
Private
Hidden on public pages

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Sponsor mentionsLikely
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Reviews

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5 / 5
RatingsN/A
Written reviews7

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Frequently Asked Questions About Rethink. Financial Advice

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What is Rethink. Financial Advice about?

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile. Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

How often does Rethink. Financial Advice publish new episodes?

Daily or near-daily

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