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Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP

75 episodes

4 months ago

Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile.

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Hosted on Acast. See acast.com/privacy for more information.

Client Engagement vs. Satisfaction featuring Ashley Quamme

Rethink. Financial Advice

44 minutes 5 seconds

1 year ago

Client Engagement vs. Satisfaction featuring Ashley Quamme

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

Can satisfaction be high with low engagement? How can financial professionals help clients better engage in the financial planning process? Join us as we unpack these questions and more with special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, where we talk about the shift to human-first advice and what it means for advisors. If you’re looking to grow then this is a topic you don’t want to miss.

In this episode Ashely, Adam and Derek chat about:

Client satisfaction vs. engagement
The knowing/doing gap
Advisors being in the relationship business but not getting formal relationship training
How to build relationships with under engaged spouses
Communication and rapport building and setting the expectations up front
Looking in the mirror to better serve your clients
And lots more!

Resources:

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Hosted on Acast. See acast.com/privacy for more information.