Rethink. Financial Advice

Ask Us Anything – If You Could Start Over (Ep 23)

Regardless of our profession most of us at some point find ourselves asking the question:

If you could do it all again, what would you do?

In...

Rebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)

Does timing matter when it comes to giving advice?

So much of our lives are defined by age and time-related milestones. However, it would seem...

Are you a Fake Fiduciary with Tom Hegna (Ep 21)

Are you a fake Fiduciary? 

The word “fiduciary” is thrown around a lot, but are advisors who use it, truly acting as fiduciaries or just...

The Risk of Advisor Complacency Featuring Aaron Klein (Ep. 20)

Today’s fintech solutions are improving financial professional productivity by rethinking how they integrate technology available.  And yet, advisors...

Surviving the (Digital) Tsunami With Jason Wenk (Ep. 19)

A digital tsunami is coming. This is your warning! 

The major changes that are coming to the financial (digital) advisor are going to be disruptive...