Invest in conversations before technology featuring Derrick Kinney

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:

• 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

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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