Rethink. Financial Advice

Recent Episodes

Overcoming Financial Vulnerabilities featuring Michael Liersch

Posted May 31, 2023 • 00:41:02

Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their...

The Future of Agency Featuring Mark Pfaff

Posted May 24, 2023 • 00:34:23

Derek N.H. Notman,...

Communicating your higher calling featuring Chuck Garcia

Posted May 3, 2023 • 00:33:26

How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when we seek to understand ourselves...

Tech and Regulation will Radically Change your Advice Delivery- Featuring Ian McKenna (Ep 45)

Posted April 19, 2023 • 00:40:25

We are on the cusp of major change. Is virtual reality, AI or Amazon part of your future business plans? Ian’s unique perspective is global in nature...

Ignore Marketing Data at Your Own Peril Featuring Samantha Russell (Ep 44)

Posted April 5, 2023 • 00:41:47

Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? The...