Rethink. Financial Advice

Recent Episodes

Building a Social Media Following With Devin Banerjee of LinkedIn (Ep. 18)

Posted March 30, 2022 • 00:38:03

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,...

Rethinking the Significance of Advice in a Sustainable Sales Practice featuring Joe Jordan (Ep. 17)

Posted March 16, 2022 • 00:30:08

Market-centric advisory practices are unsustainable. Developing a customer-centric model is therefore imperative to ensure long-term business sustainability.

In...

The “B” in Beta Stands for Behavior With Daniel Crosby (Ep 16)

Posted March 2, 2022 • 00:34:35

Is it possible that the biggest influence on investor outcomes is their own behavior? How can advisors quantify and help their clients capitalize...

Beyond Fiduciary featuring George Kinder (Ep.15)

Posted February 2, 2022 • 00:34:45

What do Life Planning and Dream of Freedom have to do with being a Fiduciary?

In this episode, Adam Holt & Derek Notman invite George Kinder...

14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith

Posted January 19, 2022 • 00:33:50

The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending. With all of the effort placed...