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.

Joe, Adam & Derek discuss:

• Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur
• Why being intentional is so important
• How to think strategically about building a scalable gifting system that’s as automated as possible
• Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform
• A special discount for financial advisors to use Greetabl
• And lots more!

Resources:

• Connect with Joe on LinkedIn
• Follow Joe on Twitter
• Check out Greetabl
• Special offer from Greetabl
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• [email protected] 
• 888-664-8850
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map
• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman
• Twitter: Conneqtor
• Facebook: Conneqtor 
• YouTube: Derek Notman 

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