Rethink. Financial Advice

Recent Episodes

Posted December 18, 2023 • 00:43:16

What can advisors learn from the former CEO of TurboTax, PayPal, and Personal Capital?

For over 25 years Bill Harris has been at the intersection...

Posted November 29, 2023 • 00:37:48

What’s the best way to add alpha to your practice?

Is it tech? Your brand? Some special sauce? Or is it as simple as improving your...

Posted July 12, 2023 • 00:40:42

Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as...

Posted June 28, 2023 • 00:54:24

What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 different thought leaders what...

Posted June 14, 2023 • 00:34:54

Why is the financial services industry always slow to innovate?

Bob in Idaho recently asked us via a community question “Why is it so...