{"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/64cbc85c3489580011ff4083?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Scaling Financial Advice 3.0 Featuring Michael Lecours","description":"<h2>Are financial advisors unknowingly committing malpractice?</h2><p><br></p><p>How is our industry &amp; 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.</p><p><br></p><h2>In this episode we discuss:</h2><p><br></p><ul><li><strong>Bedside Manner and Malpractice, Doctors leaving the clamp in the body.&nbsp;&nbsp;</strong></li><li><strong>Leveraging Processes despite our egos and familiarity with the job trying to get in the way</strong></li><li><strong>Scale - delegation requires process when the expert is busy</strong></li><li><strong>Showing our value in a competitive market/transparent at scale</strong></li><li><strong>Advisor 3.0-... An Aspirational shift</strong></li><li><strong>Financial Services 1.0.&nbsp;Agents and Reps: Solution sales with needs analysis</strong></li><li><strong>Financial Planning 2.0.&nbsp;Product led Financial Planners (sales enablement) and Advisers</strong></li><li><strong>Preventative Advice 3.0.&nbsp;Coaches and Collaboration, behavior, mindset, retainer, proactive</strong></li><li><strong>The shift to multiple review meetings to spread out the focus over time</strong></li></ul><p><br></p><h2><strong>Resources:</strong></h2><ul><li><a href=\"https://www.linkedin.com/in/michaellecours/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Mike Lecours on LinkedIn</a></li><li><a href=\"https://www.fppathfinder.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Learn more about fpPathfinder</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://dwealth.news/category/podcasts/rethink-financial-advice-podcast/\" rel=\"noopener noreferrer\" target=\"_blank\">Find us on Digital Wealth News</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><h2><strong>Connect With Adam Holt:</strong></h2><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><h2><strong>Connect With Derek Notman:</strong></h2><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"}