Finding Mastery with Dr. Michael Gervais6 Jun 2018

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.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(619)

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 the youngest head coa...

17 Jun 1h 15min

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 Jun 1h 1min

The Psychology of Awareness | Jon Kabat-Zinn

What if the real crisis we're facing right now isn't political or technological… but a crisis of attention?Jon Kabat-Zinn is a molecular biologist, professor emeritus of medicine, and the founder of M...

3 Jun 1h 1min

The Psychology Of Not Giving A F*ck | Mark Manson

What if the most important skill of our moment isn't knowing more, but knowing what's actually worth caring about?Mark Manson is the bestselling author of The Subtle Art of Not Giving a F*ck and Every...

27 Mai 48min

The Psychology Of Feeling Loved | Dr Sonja Lyubomirsky

Why is it that so many of us are loved... and yet don’t actually feel loved?Dr. Sonja Lyubomirsky is a Professor of Psychology at UC Riverside and one of the world’s leading researchers on happiness. ...

20 Mai 1h 3min

The Psychology of Being a Super Communicator | Charles Duhigg

Why do so many conversations break down, even when both people are trying to connect?Charles Duhigg is a Pulitzer Prize-winning journalist and the bestselling author of The Power of Habit and Supercom...

13 Mai 51min

5 Questions to Unlock Your Inner Potential | Dr. Mike Gervais - AMA Vol.29

What questions are tugging at you right now, and how might exploring the answers help you live and perform with more clarity?We're back with another special edition of the Finding Mastery podcast: an ...

6 Mai 59min

The Psychology of Performance Under Pressure |Andrew Whitworth

What does it really take to stay at the top for 16 years and still know who you are when it ends? Andrew Whitworth is a Super Bowl champion, four-time Pro Bowler, and the oldest left tackle in NFL his...

29 Apr 1h 25min