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 …
Episode 22: Rebirth of the Proactive Advisor with Philipp Hecker and Dr. Meg Lurtz The timing of advice matters! While the industry has come a long way, and a lot has been accomplished, there’s still a lot to do. Did you know that in a recent study, up to 68% of Americans pass away without a will? Approximately 64% don’t …
Episode 21: Are you a Fake Fiduciary? A Rethink Podcast featuring Tom Hegna If you’re a fiduciary, are you honestly on the lookout for your client’s best interests? What does it really mean to be a fiduciary? Let’s start there. The most common definition here is that a fiduciary is a person who holds a legal or ethical relationship …
Paid vs Organic Digital Marketing for Financial Advisors What should you invest in and what should you avoid when building a marketing brand? You probably did not think about marketing when you went into the financial advice business, but it is a critical part of your brand awareness. In this episode, Adam Holt & I rethink digital marketing for financial advisors. We explore what you need to know and how to implement what you know into your business. We attempt to simplify …
Episode 20: The Risk of Advisor Complacency Featuring Aaron Klein As you know, we challenge the status quo in these episodes. So, to begin, I’ll ask you the same question that I asked Adam: Are you managing your complacency risk? Are you too complacent? You may be thinking: What is complacency risk? This is the perfect question for growth. …
