Rethink. Financial Advice Podcast Episode 42 With David Karr

Advisor-First vs Firm-First Mentality Featuring David Karr (Ep 42)


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 demand for great advisors and what companies like Equitable Advisors are doing to attract and support them.


Dave, Adam & Derek discuss:

  • How strong advisors that are really connected to their clients hold all the cards
  • Clients have never had higher expectations from their advisor
  • A great deal of support and infrastructure is needed for advisors to thrive, how are advisors going to put together their people, process, and tech?
  • The holistic approach is how we best serve our clients and advisors (life coaching program partnership between Equitable and Columbia university)
  • Recognizes the expectations of end consumers as the key: Regular and frequent basis for communication
  • And lots more!


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Listen to the podcast episode here.