Rethink. Financial Advice

A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered in...

17 Nov 202132min

As you likely know, the financial services business is changing in the way advice is delivered to clients, so this begs the question, is a professional’s identity best defined by being a “financial ad...

27 Okt 202131min

When building your marketing brand – what should you pay for and what should you not pay for? When you chose to get into the financial advice industry, marketing was probably the last thing on your mi...

7 Okt 202142min

As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential clients or create an online presence?  In this episode,...

23 Sep 202142min

On a sports team, every role is important to reaching a goal, and the financial space is no different. The question is, are you one of the star players or are you the head coach? In this episode, Adam...

9 Sep 202142min

There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry?  In this episode, Ad...

26 Aug 202144min

The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push.  The way you respond to the change is going to set you apart from the other...

12 Aug 202140min

Technology is changing. It is adapting and doing things that were once never thought possible. So, that brings us to this question – who is going to win? The Financial Advisor or the Robo-Advisor?  In...

30 Juli 202136min