Rebecca Rothstein, Top Wealth Advisor

Rebecca Rothstein, Top Wealth Advisor

This week’s conversation is with Rebecca Rothstein, a private wealth advisor focused on helping high-net-worth individuals, families and institutions pursue their financial goals through wealth management, tax minimization strategies and legacy planning services.

In 2017, Forbes named Rebecca one of “America's Top Wealth Advisors" and this year recognized her as the #1 “Top Women’s Wealth Advisor.”

What stands out in this conversation is while Rebecca’s area of expertise may appear on the surface to be wealth management, her true gift is her ability to build relationships with her clients, her team, and her family.

One of Rebecca's key indicators for success is maintaining a high retention rate -- which she has.

When I asked her why her client retention was so high, it of course came down to quality relationships: her ability to listen, communicate, and develop trust with her clients.

In Rebecca’s words, “The most important thing that you learn when you’re taking on someone’s money, is that you have to make them explain to you what their point of view is and not give them your point of view.”

I think you’ll notice some parallels between Rebecca’s relationship-oriented approach to business and successful coaches that have previously come on the podcast such as Pete Carroll, Luke Walton, and Shaka Smart.

_________________

Subscribe to our Youtube Channel for more powerful conversations at the intersection of high performance, leadership, and meaning: https://www.youtube.com/c/FindingMastery

Get exclusive discounts and support our amazing sponsors! Go to: https://findingmastery.com/sponsors/

Subscribe to the Finding Mastery newsletter for weekly high performance insights: https://www.findingmastery.com/newsletter

Download Dr. Mike's Morning Mindset Routine! https://www.findingmastery.com/morningmindset

Follow us on Instagram, LinkedIn, and X.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(625)

The Psychology Of Speaking Under Pressure | Matt Abrahams

The Psychology Of Speaking Under Pressure | Matt Abrahams

When the moment arrives and you don’t have a script, are you trying to impress, or working to connect?Matt Abrahams is a lecturer in organizational behavior at the Stanford Graduate School of Business...

29 Heinä 48min

The Psychology of Youth Mental Health | Ross Szabo

The Psychology of Youth Mental Health | Ross Szabo

What if the kids who look like they’re doing just fine on the outside are quietly struggling to make sense of what’s happening on the inside?Ross Szabo is one of the leading voices in youth mental hea...

22 Heinä 1h 6min

Women Are Not Small Men | Dr Stacy Sims

Women Are Not Small Men | Dr Stacy Sims

What has been the cost to women of relying on research that was never designed around female physiology?Dr. Stacy Sims is an exercise physiologist, nutrition scientist, and bestselling author of ROAR,...

15 Heinä 1h 47min

The Psychology Of Building Team Culture | Eddie Jones

The Psychology Of Building Team Culture | Eddie Jones

How do great leaders build teams to become who they're capable of becoming, and prepare them to handle their emotions when the pressure is highest?Eddie Jones is one of the most accomplished coaches i...

8 Heinä 1h 18min

The Psychology Of Parenting | Dr. Dan Siegel

The Psychology Of Parenting | Dr. Dan Siegel

What if the most important work of parenting isn’t about your child at all... but about understanding yourself?Dr. Dan Siegel is a Harvard-trained clinical professor of psychiatry at UCLA, a neuroscie...

1 Heinä 1h 33min

The Psychology of Fighting Cancer | Dr Valter Longo

The Psychology of Fighting Cancer | Dr Valter Longo

If your body already has powerful systems designed to repair and protect you, are your daily habits helping switch them on... or working against them?Dr. Valter Longo is a professor and director of th...

24 Kesä 58min

The Psychology Of Winning The Super Bowl | Seattle Seahawks Coach Mike Macdonald

The Psychology Of Winning The Super Bowl | Seattle Seahawks Coach Mike Macdonald

What does it take to build a team that trusts each other enough to go through hard things together... not around them?Mike Macdonald is the head coach of the Seattle Seahawks and one of the youngest h...

17 Kesä 1h 15min

The Psychology Of Spirituality | Dr. Lisa Miller

The Psychology Of Spirituality | Dr. Lisa Miller

What if the reason so many of us are struggling right now isn’t a lack of success… but a lack of connection to something deeper?Dr. Lisa Miller is a clinical psychologist, professor at Columbia Univer...

10 Kesä 1h 1min

Suosittua kategoriassa Koulutus

rss-murhan-anatomia
psykopodiaa-podcast
voi-hyvin-meditaatiot-2
rss-niinku-asia-on
ilona-rauhala
kesken
rss-liian-kuuma-peruna
rss-perho-rajoilla
aamupore
mielipaivakirja
psykologia
rss-narsisti
rss-vapaudu-voimaasi
rss-hereilla
ensihoidon-ja-pelastustyoncast
aloita-meditaatio
rss-monarch-talk-with-alexandra-alexis
rss-luonnollinen-synnytys-podcast
rss-koira-haudattuna
rss-arkea-ja-aurinkoa-podcast-espanjasta