Rethink. Financial Advice

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors, David Karr. We dive into advisor-first mentality...

8 Mars 202332min

The News Hidden Behind the Headlines Featuring Cindy Taylor (Ep 41)Summary: What’s really going on in financial services? We’re bombarded with curated news media that is hyped and often doesn’t cover ...

22 Feb 202328min

Have you prepared your practice and clients for a global financial disruption? The world is experiencing economic despair, rising interest rates, fallout from covid/remote work, an aging population, f...

8 Feb 202334min

You’ve been told to niche to grow, but should you? To balance out the great advice in episodes 36 & 38 we wanted to bring you some additional, expert thought leadership around not niching but instead...

26 Jan 202338min

Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if you create an environment where referrals fl...

11 Jan 202342min

Zoom! What was that? That was 2022 my friend! What, it’s already over? Yup. Can I get another? Nope, but we can learn from 2022 to make 2023 even better!24 episodes published in 2022, wow! One of the ...

1 Jan 202337min

Overcoming the Tyranny of the Urgent featuring Rich Campe (Ep 36)Summary: Are you eating what you kill or planting for 10,000 beans? Join Adam & Derek as they chat with special guest Rich Campe who’s ...

22 Dec 202239min

“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right? Are 30-year retirement projections...

8 Dec 202239min