Rethink. Financial Advice5 Huhti 2023

Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The advice & investment management industry & profession is at a pivotal point since they are fungible and hard for consumers to differentiate one advisor from another. There’s no longer an easy button for advisors to say they're a fiduciary, etc. to differentiate themselves. Join us as we discuss this and more with special guest and marketing expert Samantha Russell.

Samantha, Adam & Derek discuss:

The pivotal moment for our industry
How there are lots of gaps on what clients are getting versus what they are looking for and expecting
What about your business is marketable?
Why Health & Wealth content is so much more interesting and consumable content for people than market updates
Bringing a more sensory experience to your clients with their money
Being the Canyon Ranch of financial wellness for your clients
And lots more!

Resources:

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Financial Advice with Soul — A South African Perspective featuring Lelané Bezuidenhout CFP®

What happens when the CEO of South Africa’s Financial Planning Institute drops wisdom bombs on the U.S. advice industry? You listen up. In this global-minded episode, Adam and Derek sit down with Lela...

2 Heinä 202542min

Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech? In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of ...

30 Huhti 202547min

Why advisors are failing at organic growth featuring Joe Duran

Why are advisors failing at organic growth?In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitro...

26 Maalis 202539min

Invest in conversations before technology featuring Derrick Kinney

What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam Holt & Derek Notman speak with successful advisor turned speaker and author Derrick Kinney to chat a...

26 Helmi 202537min

TradePMR's Product Vision for Advisors featuring Jon Patullo

Peering into the future from a product leader's perspective.In this episode, Adam Holt & Derek Notman had a nice conversation with Jon Patullo, Chief Product Officer at TradePMR, about the future of a...

24 Tammi 202531min

Organic growth, investors, and exits with Abby Salameh

What’s your advisor Swan Song?In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms, and ...

20 Joulu 202432min

Is there a Massive opportunity in the Life Insurance market? Featuring Tony Steuer

Is Life Insurance a ripe opportunity for financial advisors? In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it might...

9 Joulu 202437min

Can a Fiduciary Mindset Improve Society? Featuring George Kinder (Ep 67)

Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15. Find out what George h...

2 Loka 202453min