Rethink. Financial Advice

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Are financial advisors gifting dummies?

Ep. 32

Summary: 

Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.


Joe, Adam & Derek discuss:

  • Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur
  • Why being intentional is so important
  • How to think strategically about building a scalable gifting system that’s as automated as possible
  • Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform
  • A special discount for financial advisors to use Greetabl
  • And lots more!


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