Rethink. Financial Advice

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Are financial professionals stuck between self interest and best interest advice?

Ep. 33

Amit Dogra is nothing if he isn’t passionate!  For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s led him to some strong beliefs on how we can improve our profession.  Join us for a fun and passionate conversation!


Amit, Adam & Derek discuss:

  • Why advisors are leaving mainstream firms in record numbers
  • How advisors need to up their marketing game
  • Why a Virtual/Remote presence is so important and the future of the profession
  • How to attract new advisors into the industry with Brain Incentives
  • Why most Succession Plans are just AUM Grabs
  • Advisors are Entrepreneurs
  • And lots more!


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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
12/22/2022

Overcoming the Tyranny of the Urgent with Rich Campe

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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

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