Rethink. Financial Advice

The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41)Summary: What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover the non-promoted or unpopular trends often hidden the curtain of hot topics and headlines.  Join us as we speak with industry news & media veteran Cindy Taylor and dive into what she’s seeing behind the curtain. Something can be learned from the trends people like Cindy see that gets lost in the media snippet and myopic channel following that we wanted to rethink.Cindy, Adam & Derek discuss:Curated media and the filter content goes throughThe importance of integrated tech stacks message not being heardMedia training for advisors is underplayedFollow more than one media outlet for diversityThe importance of honing your personal communication skillsNo one wants to say “Recession” but there are both pressures and opportunities for advisorsCrypto isn’t dead but advisors are still choosing to stay uninformed on the topicProduct/investment fees no one wants to talk aboutAnd lots more!Resources:Connect with Cindy on LinkedInCheck out Digital Wealth News (Dwealth)Check out Fintegration consulting servicesFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com www.Asset-Map.comLinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with Derekwww.Conneqtor.coLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanFacebook: Conneqtor YouTube: Derek Notman Publishing Tags: Rethink, The Financial Advisor Podcast, Financial Advisor, Marketing, Future of Fintech, Money, Future, Design, Fintech, AdviceTech, Work-Life Balance

Have you prepared your practice and clients for a global financial disruption? 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! Join us for an insightful discussion with Evelyn Jacks on how to best position & prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.Evelyn, Adam & Derek discuss:Holistic disruption - clients are concerned about losing their wealth and need someone to tell them it’s going to be OKHow prepared are your client’s terminal net worth statements, especially when it comes to fees, taxes, and inflation?Real wealth management - sustainable wealth across generationsBeing more multidisciplinary with your team and CE to better serve clients “Do not expect today’s success to make you successful in the future”Keeping up with change, digitization, business model evolution, etc. or becoming irrelevantAnd lots more!Resources:Connect with Evelyn on LinkedInLearn more about the Knowledge BureauDAC Acuity & Knowledge Bureau Conference Banff Nov 12-14, 2023Follow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor 

You’ve been told to niche to grow, but should you?  To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead focusing on price/value to grow your firm.  Join us for a fun and insightful chat where Angie share’s her unique perspective on how best to grow a firm while challenging everything you’ve been told!Angie, Adam & Derek discuss:What happens when your clients don’t want all their money with one advisor?Following talent trends, more advisors are becoming specialists instead of generalists.Price is a leading indicator of firm growth; niche is your lagging indicator.To grow consider not niching but lowering your prices or even delivering something for free.Startup mentality to grow your firm.And lots more!Resources:Connect with Angie on LinkedInFollow Angie on TwitterLearn more about Angie’s practice management consulting firm, Herbers & CompanyFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman

Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals flow naturally to you? Listen to Libby Greiwe as she tells us how she built a 7 figure practice with only one advisor, herself, and a small support team and how she did it by not asking for referrals. A fun, high energy conversation with some great tactical tips on how to grow your business.Libby, Adam & Derek discuss:How to identify mentors and/or advisor practices you would like to learn fromGrowing up as an advisor in the world of everyone being fat, bald, and 50The one constant for our profession is change so don’t be worried about it, but embrace itBe your authentic self and don’t just latch on to the latest “type of advisor” fad. There are people out there that want to work with you they way you want to workHow we underthink our own value but overvalue our techAnd lots more!Resources:Connect with Libby on LinkedInLearn more about The Efficient Advisor coaching programSubscribe to the Efficient Advisor podcastFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek Notman

Zoom! What was that? That was 2022 my friend! What, it’s already over? Yup. Can I get another? Nope, but we can learn from 2022 to make 2023 even better!24 episodes published in 2022, wow! One of the best ways to grow is to reflect (rethink) what we’ve learned over the last year and distill it all down to actionable items we can work on moving forward.In this fun & fast paced episode we cover the guests and "mic drop" learning moments from 2022 to help you Rethink your year and hopefully provide you some tactical points you can use to thrive in the New Year.Mentorship, community, leadership, friendship, entrepreneurship, humanity, and humility. All core to our mission at Rethink as we strive to drive our profession & industry forward.Adam & Derek discuss:A recap of our 24 episodes from 202224 “mic drops” or “Rethinks that you can use to growFun, laughter, and genuine mentorshipWhat we learned personallyAnd lots more!Connect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman 

Overcoming the Tyranny of the Urgent featuring Rich Campe (Ep 36)Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe who’s inner circle advisor coaching group has logged over 5 million hours coaching financial advisors on how to be their best. All too often advisors get stuck in putting out fires and focusing on the urgent instead of implementing systems and processes so they can truly grow. There’s more to growing an advisor practice than putting out that one fire today….Rich, Adam & Derek discuss:Planting for 10,000 beans - working on your business instead of in itTaking pause and figuring out what you truly want in life and not just going for going’s sake.Creating an experience beyond yourselfHow ideal clients leave clues to what is truly important to themHow to use lagging & leading indicators for growthAnd lots more!Resources:Connect with Rich on LinkedInLearn more about ProAdvisorCoachFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com 888-664-8850Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman