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167: Adam Holt & Derek Notman - What Happens When Richard Branson Challenges You... And You Accept
Description
I’ve seen this pattern play out too many times… an advisor builds a successful business, hits their numbers, grows the firm, and somewhere along the way, things at home start to drift. Not because they don’t care, but because no one ever showed them how to win in both places at the same time.
That’s what this conversation is really about. Derek Notman and Adam Holt set out to explore that exact challenge through a project called REBL Dads—a movement built around helping fathers become more intentional at home without sacrificing their ambition in business. What started as an idea turned into a mastermind on Necker Island with a group of entrepreneurial dads, and ultimately a challenge from Richard Branson: “How are you going to help more dads with this?”
That question led to over 100 interviews with fathers (many from financial services) unpacking what it actually looks like to succeed in both business and life.
In this episode, we break down what they learned, the patterns that showed up across those conversations, and how you can start applying those lessons right now so success at work doesn’t come at the expense of everything else that matters.
3 of the biggest insights from Adam Holt & Derek Notman…
#1.) Success at Work Doesn’t Guarantee Success at Home
A lot of advisors are winning professionally but quietly losing where it matters most. This episode exposes the real cost of that tradeoff—and why ignoring it only makes it worse over time.
#2.) Intentional Presence Is the Skill Most Advisors Never Learn
Being “around” your family isn’t the same as being present. The most consistent theme across 100+ interviews was how intentionality—not time—drives real connection.
#3.) You Don’t Need More Time, You Need Better Systems
From calendar discipline to environment design, the dads who got this right didn’t rely on willpower. They built systems that made showing up at home automatic.
REBL Dads Book:
Early access to the REBL Dads book -> https://www.rebldads.com/book
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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strateg