Rethink. Financial Advice13 Syys 2023

Why Blackrock is investing in Human Advice featuring Liz Koehler

Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class?

With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.

In this episode Liz, Adam and Derek chat about:

The growing importance of human and personalized advice
The need for the human touch is growing
Why empathy, active listening, problem solving and expertise in new areas like family dynamics and teaching teams is so important
Developing people and talent on both a personal and professional level
What Liz and her team are seeing and learning from working with thousands of top producing advisors across the country
The need to evolve your approach for the client of tomorrow
The growing expectations of clients
And a lot more!

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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