Rethink. Financial Advice

Can satisfaction be high with low engagement?  How can financial professionals help clients better engage in the financial planning process?  Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors.  If you’re looking to grow then this is a topic you don’t want to miss.

• Client satisfaction vs. engagement
• The knowing/doing gap
• Advisors being in the relationship business but not getting formal relationship training
• How to build relationships with under engaged spouses
• Communication and rapport building and setting the expectations up front
• Looking in the mirror to better serve your clients
• And lots more!

• Follow Ashley Quamme on LinkedIn
• Follow Ashley Quamme on X/Twitter
• Learn more about Ashley’s services at Beyond the CFP
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day.  Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.

• The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planning
• Estate planning is an Everybody problem
• Wealth Transfer - a huge opportunity for estate planning
• Expanding your services
• Do advisors have their own estate planning done?
• When was the last time a client reviewed their estate planning they previously did?
• Can you help your younger clients with estate planning to get introduced to their older parents? 
• The lack of education and good old procrastination - main reasons clients don’t have an estate plan.  
• And lots more!

Resources:

• Follow Cody Barbo on LinkedIn
• Follow Cody Barbo on X/Twitter
• Check out the Trust & Will solution for Financial Advisors
• Check out Trust & Will for consumers
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• Facebook: Asset-Map
• Twitter: Asset_Map

Connect With Derek Notman:

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

• Who’s going to come out ahead given the current convergence in our industry?
• Advisors are not unique. What are their differentiated services & value adds?
• 3 Biggest needs the client is looking for: tax planning - Bill Harris (Ep. 59), estate planning with trust services, bank services)
• You need to know what your clients want & need.
• Wallet Share is not really known by advisors despite their confidence
• Convenience economy over experience economy
• RIAs should not try to solve ALL problems/needs - do it, buy it, outsource it
• Digital assets conversation - value add
• And lots more!

Resources:

• Follow Jamie Hopkins on LinkedIn
• Follow Jamie Hopkins on X/Twitter
• Check out Bryn Mawr Capital Management
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challenging. Being an entrepreneur can also be really hard. Trying to balance being the best you can be at both is a whole different type of challenge.  In this episode we dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island. There’s so much here, time to dive in!

In this episode Adam and Derek chat about:

• What is a REBL Dad?
• How to balance being a great dad and entrepreneur
• The Epidemic of fatherhood - given the remote nature of work from anywhere, people who want to be better leaders at home and work.
• Amazing takeaways and insights from a group of REBL Dads
• Insights from OG REBL Dad Sir Richard Branson
• And lots more!

• Following REBL Dads on LinkedIn
• Check out the REBL Dads website
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like a true partner to the advisor?  Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with.

• How the Industry is focused on selling ingredients instead of product
• Why deep partnerships cannot serve the masses (McDonalds vs Local High end Steak house)
• Why Advisors love the Industrialized model until they don’t - once they have personalized their firm, brand, offerings, etc. the FMO/Industrialized model is less attractive.
• Advisors are using a Do business Do Life values/mission to drive who they partner with
• The definition of success for Financial Advisors is broken.  “Redline behavior burnout” is celebrated which is so messed up, an “entrepreneurial lie”
• And lots more!

• Follow Brad Johnson on LinkedIn
• Check out Brad’s Do Business Do Life podcast
• Learn more about Triad Partners
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill also unveils his new book, which simplifies tax strategy for investors. Join us for this one of a kind conversation!

In this episode Bill, Adam and Derek chat about:

• How the industry is stuck in the past using outdated technology
• The entire business model can be revolutionized
• Replacing manual intervention with technology
• How Advisors should be doing the things a client isn’t forced to do
• Advocating for tech within your firm and actually using it
• Changing the pace of your practice with technology
• A greater digital/virtual experience
• Bill’s new book, Investment Tax Guide

Resources:

• Follow Bill Harris on LinkedIn
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map

Connect With Derek Notman:

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.

• Evolving Financial Advice and Client Experience
• Financial Advisors' Value Demonstration Challenges
• Technology's Role in Financial Advice Evolution
• Digital Advice Preferred, Human Advice Still Needed
• Technology's Impact on Financial Services Client Interactions
• Enhancing Client Interactions: Tech and Communication Strategies
• Data-Driven Client Engagement Strategies
• And actionable steps you can implement today!

• Connect with Craig Martin on LinkedIn
• Check out the J.D. Power Wealth Intelligence website and data
• Check out some interesting data from the AdviceTechLive/J.D. Power Advice 3.0 Presentation
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Call with Derek
• Schedule a Couplr Demo
• Couplr AI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go!

• Digital Engagement in Financial Advice
• The need for better digital engagement with clients
• Using diversification to reduce your earning risk, and conflicts of interest, as an advisor
• The shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needs
• Digital Engagement: Transparent, Visual, Efficient
• The Future of Financial Planning: Collaboration and AI
• Documenting Processes and Modern Client Experience
• Trust, Alignment, and Digital Intimacy in Advisor-Client Relationships
• And more!

• Connect with Jason Pereira on LinkedIn
• Check out Jason on jasonpereira.ca
• Learn more about the Advisor Tech Expo
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Call with Derek
• Schedule a Couplr Demo
• Couplr
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe there are things we can do better or differently. Join us as we unpack this and other Eric-ism’s in this fun and thought provoking episode.

• Transplants from other industries see more clearly
• Two camps of biases both built around products
• Using diversification to reduce your earning risk, and conflicts of interest, as an advisor
• How the Compensation issue can be solved by Diversification
• How the solopreneur is an endangered species
• Becoming compensation agnostic to be able to offer Financial Advice 1.0, 2.0, 3.0.
• And more!

• Connect with Eric McDermott on LinkedIn
• Check out Eric on Social via NēXTpectations®
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

• Schedule a Call with Derek
• Schedule a Couplr Demo
• Couplr
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.

With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.

• Planning is critical for the market
• Automating to get speed to market
• Tech ignorance is a career warning light
• Tech still has no empathy
• Goldman Sachs as a Service (GSaaS)
• The similarities between military planning and financial planning
• The enemy always gets a vote
• And more!

Resources:

• Connect with Richard Lofgren on LinkedIn
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank
• 
  

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map
• Twitter: Asset_Map

Connect With Derek Notman:

• Schedule a Call with Derek
• Schedule a Couplr Demo
• Couplr
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

Hosted on Acast. See acast.com/privacy for more information.