Are financial advisors unknowingly committing malpractice?

How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.

In this episode we discuss:

• Bedside Manner and Malpractice, Doctors leaving the clamp in the body.  
• Leveraging Processes despite our egos and familiarity with the job trying to get in the way
• Scale - delegation requires process when the expert is busy
• Showing our value in a competitive market/transparent at scale
• Advisor 3.0-... An Aspirational shift
• Financial Services 1.0. Agents and Reps: Solution sales with needs analysis
• Financial Planning 2.0. Product led Financial Planners (sales enablement) and Advisers
• Preventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactive
• The shift to multiple review meetings to spread out the focus over time

Resources:

• Connect with Mike Lecours on LinkedIn
• Learn more about fpPathfinder
• 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
• Couplr
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

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