Advisor-First vs Firm-First Mentality Featuring David Karr (Ep 42) Summary: Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned Chairman of Equitable Advisors, David Karr. We dive into advisor-first vs. firm-first mentality, what the future holds for our profession with insights from the home office, and the increasing …
The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41) Summary: 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 …
Are you ready for a global financial disruption? Featuring Evelyn Jacks (Ep 40) Summary: Have you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising interest rates, fallout from covid/remote work, an aging population, falling tax revenues, global unrest, wage pressure, cost of eggs, political unrest, wars, famine, avian flu, ChatGPT, the …
Price Trumps Niche for Firm Growth featuring Angie Herbers (Ep 39) Summary: You’ve been told to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price/value to grow your firm. Join us for a fun …
Is asking for referrals lame? Featuring Libby Greiwe (Ep 38) Summary: Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals flow naturally to you? Listen to Libby Greiwe as she tells us how she …
What did you learn in 2022? And how do we make sure we don’t waste it? A year in Review with Adam & Derek (Ep 37) Summary: Zoom! What was that? That was 2022 my friend! What, it’s already over? Yup. Can I get another? Nope, but we can learn from 2022 to make 2023 even better! 24 episodes published …
Financial Advice Podcast: Overcoming the Tyranny of the Urgent Featuring Rich Campe (Ep 36) Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek on the financial advice podcast as they chat with special guest Rich Campe who’s inner circle advisor coaching group has logged over 5 million hours coaching financial advisors on how …
Does your advice suck? Featuring Carl Richards in the Financial Advice Podcast Episode 35. Summary: “Your advice is not as good as you think.” – Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right? Are 30-year retirement projections a righteous trick? Are financial professionals even listening? …
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 to his firm’s growth. In fact, Paul’s …
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 us for a fun and passionate conversation! …
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 learn what Joe’s up to and find …
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 …
