Rethink. Financial Advice

11/23/2022

The Secret to Financial Advisors & CPA Collaboration

Ep. 34
FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before it was mainstream and pioneered the CPA partnership model that has significantly contributed to his firm’s growth. Paul’s firm Integrated Partners is one of the fastest organic growth RIAs in the USA. Learn what Paul and his team are doing to achieve this growth and how they have mastered the FA/CPA partnership for collaborative advice and serving HNW clients.Adam & Derek discuss:Why your clients’ timeline is more important than your ownHow to use your “VCR” for growthThe importance of having a 25 year planHow to change your approach to succession planningHow to form relationships with CPAs to double your practice without doubling your client countHow building a financial services dream team is a lot like Dungeons & Dragons!Resources:Connect with Paul on LinkedInCheck out Integrated PartnersPaul’s book “Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm’s Elite Wealth Management Practice”Follow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-mapAsset-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 
9/15/2022

Is the USA still number one in financial advice?

Ep. 29
There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right time for the right reasons. It can be argued that the USA has led the global industry & profession but perhaps this is not the case anymore.Adam Holt & Derek Notman bring on special guest Bekithemba (Beki) Mafulela, formerly head of Retailisation & EB Distribution at Momentum in South Africa. Beki has been in the financial advice space for over 20 years and shares his perspective on the changing financial advice landscape in SA and globally. Beki is currently transitioning into his next endeavor to help drive our industry forward. This podcast episode represents Beki’s personal views and not those of Momentum.Beki, Adam and Derek discuss:Changes driven by client needs and regulationNew client expectations out of technology advancementAdvisors needing to future proof their value proposition and stay relevantAdvisors should be upskilling their technical advice skills (CFP certification) but also their digital marketing skills to stay top of mind.The massive void and opportunity created by advisors only focusing AUM fee schedules.Resources:Follow RethinkFA on LinkedInConnect with Bekithemba MafulelaConnect on LinkedInFollow on TwitterFollow Beki on FacebookConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-map.com Asset-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 
8/24/2022

Relatability as a Growth Strategy featuring JR Gondeck

Ep. 27
“It’s hard for two dudes to do that.”  In a male dominated industry & profession, JR shares how he led his team at The Lerner Group at Hightower to be more balanced with a diverse team of 50/50 female and male, they speak multiple languages and have a thoughtful age range of advisors to be relatable to their customers and stakeholders..Listen as JR shares his journey as an advisor and how they have thrived by rethinking how to build a diverse practice that is able to truly relate to their clients in ways that a lot of firms haven’t been able to do.Jump in and listen to how JR and his team have taken family (wealth/financial) planning for their clients to a new level by having male & female advisors support their clients and open up important conversations that typically may not be comfortable enough to have.Adam, Derek, and Travis discuss:JRs transition from transactional to planning basedJRs “giving up to grow” philosophy and embracing internships to growThoughts on transparency, health, and balanced schedules while promoting health throughout the teamJRs thoughts on crypto“It’s hard for two dudes to do that”...America’s Got Talent and Derek singing in the shower…Resources:Follow RethinkFA on LinkedInVisit the Lerner Group at HightowerConnect with JR Gondeck on LinkedInConnect 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