{"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/63e2b2bb45a8130010553d67?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Are you ready for a global financial disruption?  Featuring Evelyn Jacks","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/62bb1f9c21e4cb00121193ed/1666667272539-9f25a7cec58416fb14b67b076d90a663.jpeg?height=200","description":"<p><strong>Have you prepared your practice and clients for a global financial disruption?</strong>&nbsp;The world is experiencing economic despair, rising interest rates, fallout from covid/remote work, an aging population, falling tax revenues, global unrest, wage pressure, cost of eggs, political unrest, wars, famine, avian flu, ChatGPT, the list goes on!&nbsp;Join us for an insightful discussion with Evelyn Jacks on how to best position &amp; prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.</p><p><br></p><p><br></p><p><strong>Evelyn, Adam &amp; Derek discuss:</strong></p><ul><li>Holistic disruption - clients are concerned about losing their wealth and need someone to tell them it’s going to be OK</li><li>How prepared are your client’s terminal net worth statements, especially when it comes to fees, taxes, and inflation?</li><li>Real wealth management - sustainable wealth across generations</li><li>Being more multidisciplinary with your team and CE to better serve clients&nbsp;</li><li>“Do not expect today’s success to make you successful in the future”</li><li>Keeping up with change, digitization, business model evolution, etc. or becoming irrelevant</li><li>And lots more!</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/in/evelynjacks/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Evelyn on LinkedIn</a></li><li><a href=\"https://www.knowledgebureau.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Learn more about the Knowledge Bureau</a></li><li><a href=\"https://www.knowledgebureau.com/site/conference/dac\" rel=\"noopener noreferrer\" target=\"_blank\">DAC Acuity &amp; Knowledge Bureau Conference Banff Nov 12-14, 2023</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=\"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></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></ul>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}