{"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/64a5b9ca1355cb0011e6170d?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"What is your Financial Religion?  Featuring Josh Curtis","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/62bb1f9c21e4cb00121193ed/1666667272539-9f25a7cec58416fb14b67b076d90a663.jpeg?height=200","description":"<p>Is what you believe in actually true?&nbsp;Does your financial religion serve you and your clients?&nbsp;Is it better than all other religions?&nbsp;Join us as we dive into financial religion with special guest Josh Curtis who shares his experience of growing up in a cult and its many similarities to the financial services world.&nbsp;A thought provoking conversation sure to have you rethinking your own financial religion.</p><p><br></p><p><strong>In this episode Josh, Adam and Derek chat about:</strong></p><ul><li>Financial cults and why do they exist?</li><li>Stigmas associated with the different financial religions</li><li>Fee only vs. flat fee vs. commission vs. captive - which religion is best?</li><li>Fighting between different religions</li><li>Can a financial atheist provide long term value to clients?</li><li>The importance of belief systems</li><li>Leading with advice and connecting on a human level means listening first while not putting your beliefs on others</li><li>The important differentiation between Educating and Serving clients</li><li>Can you find principles to live by, just like in religion, and then serve others to live those principles?</li><li>And lots more!</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/in/josh-curtis-39b60618b/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Josh Curtis on LinkedIn</a></li><li><a href=\"https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:0305f2f1-ef2f-3c3b-8146-8fa210407914\" rel=\"noopener noreferrer\" target=\"_blank\">Download the <em>Religious Financial Services</em> PDF</a></li><li><a href=\"https://portfoliowaterfall.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Learn more about the Portfolio Waterfall strategy</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://www.youtube.com/@conneqtor2000\" rel=\"noopener noreferrer\" target=\"_blank\">Listen to RethinkFA on YouTube Podcasts</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><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><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.couplr.ai/\" rel=\"noopener noreferrer\" target=\"_blank\">Couplr</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/couplrai/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Couplr</a></li><li><a href=\"https://twitter.com/DerekNotmanCFP\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Derek Notman</a></li></ul>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}