Rethink. Financial Advice


The News Hidden Behind the Headlines featuring Cindy Taylor Episode 41

Ep. 41

The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41)


What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular trends often hidden the curtain of hot topics and headlines.  Join us as we speak with industry news & media veteran Cindy Taylor and dive into what she’s seeing behind the curtain. Something can be learned from the trends people like Cindy see that gets lost in the media snippet and myopic channel following that we wanted to rethink.

Cindy, Adam & Derek discuss:

  • Curated media and the filter content goes through
  • The importance of integrated tech stacks message not being heard
  • Media training for advisors is underplayed
  • Follow more than one media outlet for diversity
  • The importance of honing your personal communication skills
  • No one wants to say “Recession” but there are both pressures and opportunities for advisors
  • Crypto isn’t dead but advisors are still choosing to stay uninformed on the topic
  • Product/investment fees no one wants to talk about
  • And lots more!


Connect with Cindy on LinkedIn

Check out Digital Wealth News (Dwealth)

Check out Fintegration consulting services

Follow RethinkFA on LinkedIn

Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

Schedule an Asset-Map Demo

LinkedIn: Adam Holt

LinkedIn: Asset-Map

Facebook: Asset-Map

Twitter: Asset_Map

Connect With Derek Notman:

Schedule a Call with Derek

LinkedIn: Derek Notman

LinkedIn: Conneqtor 

Twitter: Derek Notman

Facebook: Conneqtor 

YouTube: Derek Notman 

Publishing Tags: 

Rethink, The Financial Advisor Podcast, Financial Advisor, Marketing, Future of Fintech, Money, Future, Design, Fintech, AdviceTech, Work-Life Balance

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