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 …
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% …
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 …
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 four categories of digital marketing and what makes …
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. …
Episode 19: Surviving the (Digital) Tsunami With Jason Wenk You’ve heard of it, the fourth industrial revolution, and from those of us who know how to spot the changing tide, we can state with surety that the digital tsunami is coming. The question is: How do you survive this tsunami? Survival is dependent on early warnings, so consider this as …
Episode 17: The Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan “The DNA of financial services is very left-brain and analytical, and it’s all about numbers. Always remember that when it comes to financial advice, it’s not the story of numbers. It is the number of stories,” profound words by renowned author and behavioral finance expert, Joe …
Episode 16: The “B” in Beta Stands for Behavior With Daniel Crosby Have you ever felt like a financial therapist? Truth be told, as financial advisors we tend to hear more from our clients than their therapists, attorney, and priest combined! Not only are we now helping our clients with their money but with their behavior’s and how they impact …
Episode 15: Beyond Fiduciary featuring George Kinder The financial advice industry should be fiduciary – putting the needs our clients first, always. We must look at the best interests of our clients at a minimum, and make listening core to the work we do with our clients. We should consider things like a life plan, a foundation of freedom, and …
Episode 14: Advisor Bias in Distribution Planning featuring Ramsey Smith Will the financial well dry up once your clients retire? What about a fail-safe to survive another pandemic? Are you looking to just maintain your client’s lifestyle in retirement, or do you want your clients to thrive? These are the questions you need to ask yourself, and at the same …
