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Rethink: The Financial Advisor Podcast – Financial Advice a Luxury or Necessity?

“The luxuries of one generation will become the necessities of the next.” This phrase sound familiar to you?

I’m sure you have – now consider this… How does this relate to the financial industry? 

In this episode, Adam Holt & I rethink the financial industry in terms of luxuries versus necessities. We examine how services that were seen as luxuries for the wealthy, now become more common among the masses. We also dissect how advisors should respond to the change.

To summarize, Adam & I discuss:

  • The shift to financial services which has become more common to the mass market
  • Services that the wealthy once used and what is happening with those services right now
  • What financial advisors should be doing to continue to add value in an age where luxuries are becoming necessities 
  • How advisors should add value to the customer experience – especially when working with a team of professionals 
  • And more

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Rethink: The Financial Advisor Podcast – Financial Advice a Luxury or Necessity?

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