Episodes

  • Client Engagement vs. Satisfaction featuring Ashley Quamme

    Client Engagement vs. Satisfaction featuring Ashley Quamme
    May 8 2024
    What’s more important - Client Satisfaction or Client Engagement?


    Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning process? Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors. If you’re looking to grow then this is a topic you don’t want to miss.


    In this episode Ashely, Adam and Derek chat about:
    • Client satisfaction vs. engagement
    • The knowing/doing gap
    • Advisors being in the relationship business but not getting formal relationship training
    • How to build relationships with under engaged spouses
    • Communication and rapport building and setting the expectations up front
    • Looking in the mirror to better serve your clients
    • And lots more!



    Resources:
    • Follow Ashley Quamme on LinkedIn
    • Follow Ashley Quamme on X/Twitter
    • Learn more about Ashley’s services at Beyond the CFP
    • Follow RethinkFA on LinkedIn
    • Listen to RethinkFA on YouTube Podcasts
    • Find us on Digital Wealth News
    • Apply to be a guest on the RethinkFA Think Tank


    Connect With Adam Holt:
    • Schedule an Asset-Map Demo
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map



    Connect With Derek Notman:
    • Schedule a Couplr Demo
    • CouplrAI
    • LinkedIn: Derek Notman
    • LinkedIn: Couplr
    • Twitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.
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    44 mins
  • Are your estate documents in order? Featuring Cody Barbo

    Are your estate documents in order? Featuring Cody Barbo
    Apr 3 2024
    Are your and your clients estate planning documents in order?When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day. Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.In this episode Cody, Adam and Derek chat about:The Full stack advisor - Advisors are uniquely positioned to help clients with all sorts of things including estate planningEstate planning is an Everybody problemWealth Transfer - a huge opportunity for estate planningExpanding your servicesDo advisors have their own estate planning done?When was the last time a client reviewed their estate planning they previously did?Can you help your younger clients with estate planning to get introduced to their older parents? The lack of education and good old procrastination - main reasons clients don’t have an estate plan. And lots more!Resources:Follow Cody Barbo on LinkedInFollow Cody Barbo on X/TwitterCheck out the Trust & Will solution for Financial AdvisorsCheck out Trust & Will for consumersFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    39 mins
  • Financial Advice in the convenience economy featuring Jamie Hopkins

    Financial Advice in the convenience economy featuring Jamie Hopkins
    Mar 20 2024
    What is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and industry expert Jamie Hopkins.In this episode Jamie, Adam and Derek chat about:Who’s going to come out ahead given the current convergence in our industry?Advisors are not unique. What are their differentiated services & value adds?3 Biggest needs the client is looking for: tax planning - Bill Harris (Ep. 59), estate planning with trust services, bank services)You need to know what your clients want & need.Wallet Share is not really known by advisors despite their confidenceConvenience economy over experience economyRIAs should not try to solve ALL problems/needs - do it, buy it, outsource itDigital assets conversation - value addAnd lots more!Resources:Follow Jamie Hopkins on LinkedInFollow Jamie Hopkins on X/TwitterCheck out Bryn Mawr Capital ManagementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    38 mins
  • The Struggles of Being a Dadpreneur

    The Struggles of Being a Dadpreneur
    Feb 28 2024
    What is a REBL Dad? What are the struggles of being a dadpreneur?

    These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challenging. Being an entrepreneur can also be really hard. Trying to balance being the best you can be at both is a whole different type of challenge. In this episode we dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island. There’s so much here, time to dive in!


    In this episode Adam and Derek chat about:

    • What is a REBL Dad?
    • How to balance being a great dad and entrepreneur
    • The Epidemic of fatherhood - given the remote nature of work from anywhere, people who want to be better leaders at home and work.
    • Amazing takeaways and insights from a group of REBL Dads
    • Insights from OG REBL Dad Sir Richard Branson
    • And lots more!



    Resources:
    • Following REBL Dads on LinkedIn
    • Check out the REBL Dads website
    • Follow RethinkFA on LinkedIn
    • Listen to RethinkFA on YouTube Podcasts
    • Find us on Digital Wealth News
    • Apply to be a guest on the RethinkFA Think Tank


    Connect With Adam Holt:
    • Schedule an Asset-Map Demo
    • Asset-Map
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map
    • Facebook: Asset-Map
    • Twitter: Asset_Map


    Connect With Derek Notman:
    • Schedule a Couplr Demo
    • CouplrAI
    • LinkedIn: Derek Notman
    • LinkedIn: Couplr
    • Twitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.
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    44 mins
  • Do you have partners or vendors? Featuring Brad Johnson

    Do you have partners or vendors? Featuring Brad Johnson
    Jan 25 2024
    Should financial advisors expect more from the vendors they partner with?  Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like a true partner to the advisor?  Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with.In this episode Brad, Adam and Derek chat about:How the Industry is focused on selling ingredients instead of productWhy deep partnerships cannot serve the masses (McDonalds vs Local High end Steak house)Why Advisors love the Industrialized model until they don’t - once they have personalized their firm, brand, offerings, etc. the FMO/Industrialized model is less attractive.Advisors are using a Do business Do Life values/mission to drive who they partner withThe definition of success for Financial Advisors is broken.  “Redline behavior burnout” is celebrated which is so messed up, an “entrepreneurial lie”And lots more!Resources:Follow Brad Johnson on LinkedInCheck out Brad’s Do Business Do Life podcastLearn more about Triad PartnersFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply 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 Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    44 mins
  • Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris

    Insights from the former CEO of TurboTax, PayPal, and Personal Capital featuring Bill Harris
    Dec 18 2023
    What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?


    For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients. Bill also unveils his new book, which simplifies tax strategy for investors. Join us for this one of a kind conversation!


    In this episode Bill, Adam and Derek chat about:

    • How the industry is stuck in the past using outdated technology
    • The entire business model can be revolutionized
    • Replacing manual intervention with technology
    • How Advisors should be doing the things a client isn’t forced to do
    • Advocating for tech within your firm and actually using it
    • Changing the pace of your practice with technology
    • A greater digital/virtual experience
    • Bill’s new book, Investment Tax Guide


    Resources:

    • Follow Bill Harris on LinkedIn
    • Follow RethinkFA on LinkedIn
    • Listen to RethinkFA on YouTube Podcasts
    • Find us on Digital Wealth News
    • Apply to be a guest on the RethinkFA Think Tank


    Connect With Adam Holt:

    • Schedule an Asset-Map Demo
    • Asset-Map 
    • LinkedIn: Adam Holt
    • LinkedIn: Asset-Map


    Connect With Derek Notman:

    • Schedule a Couplr Demo
    • CouplrAI
    • LinkedIn: Derek Notman
    • LinkedIn: Couplr
    • Twitter: Derek Notman

    Hosted on Acast. See acast.com/privacy for more information.
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    43 mins
  • Client Engagement Is the New Alpha Featuring Craig Martin

    Client Engagement Is the New Alpha Featuring Craig Martin
    Nov 29 2023
    What’s the best way to add alpha to your practice?Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.In this episode Craig, Adam and Derek chat about:Evolving Financial Advice and Client ExperienceFinancial Advisors' Value Demonstration ChallengesTechnology's Role in Financial Advice EvolutionDigital Advice Preferred, Human Advice Still NeededTechnology's Impact on Financial Services Client InteractionsEnhancing Client Interactions: Tech and Communication StrategiesData-Driven Client Engagement StrategiesAnd actionable steps you can implement today!Resources:Connect with Craig Martin on LinkedInCheck out the J.D. Power Wealth Intelligence website and dataCheck out some interesting data from the AdviceTechLive/J.D. Power Advice 3.0 PresentationFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply 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 DerekSchedule a Couplr DemoCouplr AILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    38 mins
  • The Age of Digital Intimacy featuring Jason Pereira

    The Age of Digital Intimacy featuring Jason Pereira
    Nov 8 2023
    How digitally intimate are you with your potential and current clients?What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go!In this episode Jason, Adam and Derek chat about:Digital Engagement in Financial AdviceThe need for better digital engagement with clientsUsing diversification to reduce your earning risk, and conflicts of interest, as an advisorThe shift of advisors focusing on delivering expertise to that of delivering to meet the client's preferences and needsDigital Engagement: Transparent, Visual, EfficientThe Future of Financial Planning: Collaboration and AIDocumenting Processes and Modern Client ExperienceTrust, Alignment, and Digital Intimacy in Advisor-Client RelationshipsAnd more!Resources:Connect with Jason Pereira on LinkedInCheck out Jason on jasonpereira.caLearn more about the Advisor Tech ExpoFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply 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 DerekSchedule a Couplr DemoCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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    43 mins