Rethink. Financial Advice

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors, David Karr. We dive into advisor-first mentality vs. firm first mentality, what the future holds for our profession with insights from the home office, and the increasing demand for great advisors and what companies like Equitable are doing to attract and support them.David, Adam & Derek discuss:How strong advisors that are really connected to their clients hold all the cardsClients have never had higher expectations from their advisorA great deal of support and infrastructure is needed for advisors to thrive, how are advisors going to put together their people, process, and tech?The holistic approach is how we best serve our clients and advisors (life coaching program partnership between Equitable and Columbia university)Recognizes the expectations of end consumers as the key: Regular and frequent basis for communicationAnd lots more!Resources:Connect with David Karr on LinkedInLearn more about Equitable AdvisorsFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect 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 YouTube: Derek Notman 

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