Rethink. Financial Advice4 Aug 2023

Scaling Financial Advice 3.0 Featuring Michael Lecours

Are financial advisors unknowingly committing malpractice?

How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.

In this episode we discuss:

Bedside Manner and Malpractice, Doctors leaving the clamp in the body.
Leveraging Processes despite our egos and familiarity with the job trying to get in the way
Scale - delegation requires process when the expert is busy
Showing our value in a competitive market/transparent at scale
Advisor 3.0-... An Aspirational shift
Financial Services 1.0. Agents and Reps: Solution sales with needs analysis
Financial Planning 2.0. Product led Financial Planners (sales enablement) and Advisers
Preventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactive
The shift to multiple review meetings to spread out the focus over time

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