Building a Social Media Following With Devin Banerjee of LinkedIn (Ep. 18)
As a financial advisor, does the number of followers you have on social media matter? Well, if you’re trying to grow your advising business, the more people who hear your authentic voice the better, ...
30 Mars 202238min
Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)
Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.In this episode, Adam Holt & Derek Notman r...
16 Mars 202228min
The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)
Is it possible that the biggest influence on investor outcomes is their own behavior? How can advisors quantify and help their clients capitalize on one of the biggest value propositions often unspoke...
2 Mars 202234min
Beyond Fiduciary featuring George Kinder (Ep.15)
What do Life Planning and Dream of Freedom have to do with being a Fiduciary? In this episode, Adam & Derek invite George Kinder to talk about the critical mindset of being a client fiduciary. George...
2 Feb 202234min
14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith
The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending. With all of the effort placed on accumulation funding, the demographics of world ...
19 Jan 202233min
13. Rethink: Attracting Ideal Clients as a Thought Leader
Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader? In...
5 Jan 202241min
12. 10 Things Advisors Shouldn’t Do (Just sayin’)
It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor. In thi...
22 Dec 202134min
11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia
Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not...
1 Dec 202138min
