Rethink. Financial Advice Podcast Episode 34 The Secret to Financial Advisor & CPA Collaboration. Featuring Paul Saganey (Ep 34) Summary: FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space well before it was mainstream, and pioneered the CPA partnership model that has significantly contributed …
Rethink. Financial Advice Podcast Episode 33 Are you stuck between self and best interest? Featuring Amit Dogra (Ep 33) Summary: Amit Dogra is nothing if he isn’t passionate! For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s led him to some strong beliefs on how we can improve our profession. Join …
Rethink Financial Advice Podcast Episode 32 Are financial advisors gifting dummies? Featuring Joe Fischer (Ep 32) Summary: Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale. Jump into Rethink Financial Advice Podcast Episode 32 to …
Is financial advice an Industry or Profession? Featuring Kobus Kleyn on the latest Rethink The Financial Advisor Podcast Episode 31. Summary: Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn. Kobus is well respected not only in his homeland, South Africa, but globally as a professional driving advisors forward. A big part of …
Cut the Tie! Is Advisor Attire dated? Rethink the Financial Advisor Podcast Episode 30 Featuring Derek Notman & Adam Holt. Summary: Power suit, Power Tie, Power Windows….is this what advisors have to project (wear) to be successful? Join Adam & Derek as they discuss the history of advisor attire and how it’s not like the past anymore. A fun …
Is the USA still number one in financial advice? In Rethink episode 29 we discuss How “Leading with Advice” is changing the global landscape featuring Bekithemba (Beki) Mafulela There’s a shift underway from product-led sales processes to that of leading with advice and using said advice to implement the right products at the right time for the right reasons. …
Rethinking 65 Retirement Realities: Featuring Keena Pettijohn and Dorothy Hinchcliff If you’re a Financial Advisor and you’re not over 65 years old (or retired), how are you qualified to advise clients on transitioning into retirement? Retirement is one of the biggest transitions we will go through in our lives. And it’s one of the most impactful things we assist …
Rethink Podcast Episode 27 – Relatability as a Growth Strategy featuring JR Gondeck It is certainly a lot easier to retain a client by being able to relate to their family – especially if they pass away – than trying to retain one. Interestingly, a high percentage of next/future generations of clients leave the existing Advisor when their parents die …
Rethink: The Financial Advisor Podcast Episode 26 Is Work-Life Balance for Financial Advisors possible? Featuring Dr. Travis Parry [Ep 26] Summary: Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s “the way it’s always been done.” But this doesn’t have to be the case. …
Rethink: The Financial Advisor Podcast Episode 25: Are the Right People Building Fintech? Historically, has FinTech been designed by the wrong people or at least without the input from more of those who would actually use the product? Adam Holt and I think so and ask & answer this and other questions from the perspective of advisors who turned into …
Episode 24: Can you buy Marketing Success? Featuring Megan Carpenter The future is human, and the future is digital. Success depends on whether you can augment your human relationships, create and cultivate meaningful connections, and get your content to the right people at the right time. So, what is the missing opportunity or challenge that advisors are missing? Marketing …
Episode 23: Ask Us Anything – If You Could Start Over Imagine you could restart your clock – or perhaps, go back in time and start your career all over again. Would you do it? Take me, for instance, I would have done some things differently, like investing money back into my business, and I would have pushed my business …
