Rethink. Financial Advice

Recent Episodes

Posted May 8, 2024 • 00:44:05

What’s more important - Client Satisfaction or Client Engagement?

Can satisfaction be high with low engagement? How can financial...

Posted April 3, 2024 • 00:39:29

Are your and your clients estate planning documents in order?

When was the last time you and your clients reviewed them? Upwards...

Posted March 20, 2024 • 00:37:58

What is the convenience economy and why should advisors care?

Advisors used to focus on the client experience but that has changed...

Posted February 28, 2024 • 00:44:27

What is a REBL Dad? What are the struggles of being a dadpreneur?

These are the questions that took an idea and turned it into an epic experience...

Posted January 25, 2024 • 00:43:57

Should financial advisors expect more from the vendors they partner with?

Advisors tend to be bombarded from vendors with all types of...