Rethink. Financial Advice

Are financial professionals stuck between self interest and best interest advice?

Amit Dogra is nothing if he isn’t passionate!  For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey...

Are financial advisors gifting dummies?

Summary: 

Joe Fischer understands what clients want.  He built a business around it to help financial advisors, and many others,...

Is financial advice an Industry or Profession?

Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn.  Kobus is well respected not only in his homeland,...

Cut the Tie! Is Advisor Attire dated?

Power suit, Power Tie, Power Windows… is this what advisors have to project (wear) to be successful?  Join Adam & Derek as they discuss the history...

Is the USA still number one in financial advice?

There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the right...