{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/63582e6ed377b10011a16741?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Are financial advisors gifting dummies? Featuring Joe Fischer","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/62bb1f9c21e4cb00121193ed/1666667272539-9f25a7cec58416fb14b67b076d90a663.jpeg?height=200","description":"<p><strong>Summary:&nbsp;</strong></p><p>Joe Fischer understands what clients want.&nbsp;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.</p><p><br></p><p><strong>Joe, Adam &amp; Derek discuss:</strong></p><ul><li>Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur</li><li>Why being intentional is so important</li><li>How to think strategically about building a scalable gifting system that’s as automated as possible</li><li>Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform</li><li>A special discount for financial advisors to use Greetabl</li><li>And lots more!</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/in/thejoefischer/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Joe on LinkedIn</a></li><li><a href=\"https://twitter.com/TheJoeFischer\" rel=\"noopener noreferrer\" target=\"_blank\">Follow Joe on Twitter</a></li><li><a href=\"https://pro.greetabl.com/fa\" rel=\"noopener noreferrer\" target=\"_blank\">Check out Greetabl</a></li><li><a href=\"https://pro.greetabl.com/conneqtor\" rel=\"noopener noreferrer\" target=\"_blank\">Special offer from Greetabl</a></li><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li><li><a href=\"https://docs.google.com/forms/d/e/1FAIpQLSfxPxtYxTuhbiuV0xzBm9YJ7jlRWVAdaRejIwp_NHWJBNxZqw/viewform?usp=sf_link\" rel=\"noopener noreferrer\" target=\"_blank\">Apply to be a guest on the RethinkFA Think Tank</a></li></ul><p><br></p><p><br></p><p><strong>Connect With Adam Holt:</strong></p><ul><li><a href=\"https://bit.ly/3tykvJj\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule an Asset-Map Demo</a></li><li><a href=\"mailto:support@asset-map.com\" rel=\"noopener noreferrer\" target=\"_blank\">support@asset-map.com</a>&nbsp;</li><li>888-664-8850</li><li><a href=\"https://www.asset-map.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Asset-Map&nbsp;</a></li><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li><li><a href=\"https://www.linkedin.com/company/asset-map/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Asset-Map</a></li><li><a href=\"https://www.facebook.com/Asset-Mapcom-305328046167985/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Asset-Map</a></li><li><a href=\"https://twitter.com/asset_map\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Asset_Map</a></li><li><a href=\"https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube: Asset-Map&nbsp;</a></li></ul><p><br></p><p><strong>Connect With Derek Notman:</strong></p><ul><li><a href=\"https://calendly.com/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule a Call with Derek</a></li><li><a href=\"https://www.conneqtor.co/\" rel=\"noopener noreferrer\" target=\"_blank\">Conneqtor</a></li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li><li><a href=\"https://www.linkedin.com/company/conneqtor/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Conneqtor&nbsp;</a></li><li><a href=\"https://twitter.com/DerekNotmanCFP\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Derek Notman</a></li><li><a href=\"https://twitter.com/conneqtor\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Conneqtor</a></li><li><a href=\"https://www.facebook.com/conneqtor/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook: Conneqtor&nbsp;</a></li><li><a href=\"https://www.youtube.com/channel/UC6l5lRqi52tbJioE3b05bVA\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube: Derek Notman&nbsp;</a></li></ul>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}