Rethink. Financial Advice

<h2>What’s your advisor Swan Song?</h2><p><br></p><p>In this episode, Adam Holt & Derek Notman spoke with pivotal figure Abby Salameh about organic growth, PE & VC investors and their impact on wealth management firms...

<h1>Is Life Insurance a ripe opportunity for financial advisors? </h1><p><br></p><p>In this episode, Adam Holt & Derek Notman invite Tony Steuer into the Rethink Tank to talk about all things life insurance and how it...

<p>Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15. Find out what George has been up to...

<p>Check out this special edition where Adam chats with Breanna Blaney, VP, Director of Life, Invested at Dimensional Fund Advisors about the advice mindset and how purpose and principles fit into it all. This is a fun...

<p>What does the future of financial education look like and how will it impact the growth of your business? Let’s find out from the leaders in financial education as we chat with our friend George Nichols III...

<h1>What’s more important - Client Satisfaction or Client Engagement? </h1><p><br></p><p>Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning...

<h1>Are your and your clients estate planning documents in order?</h1><p><br></p><p>When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need...

<h2>What is the convenience economy and why should advisors care? </h2><p> </p><h3>Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over...

<h1>What is a REBL Dad? What are the struggles of being a dadpreneur? </h1><p>These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challenging...

<h1>Should financial advisors expect more from the vendors they partner with? </h1><p><br></p><p>Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting...

<h1>What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?</h1><p><br></p><p>For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a...

<h1>What’s the best way to add alpha to your practice?</h1><p><br></p><p>Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig...

<h1>How digitally intimate are you with your potential and current clients?</h1><p>What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow...

<h1>The outsider that became an insider</h1><p><br></p><p>Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we...

<h2>Who’s better equipped to serve clients; independent financial advisors or large established companies?</h2><p><br></p><p>With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is...