Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren

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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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Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren

Rethink. Financial Advice

38 minutes 19 seconds

2 years ago

Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren

Who’s better equipped to serve clients; independent financial advisors or large established companies?

With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.

In this episode Richard, Adam and Derek chat about:

Planning is critical for the market
Automating to get speed to market
Tech ignorance is a career warning light
Tech still has no empathy
Goldman Sachs as a Service (GSaaS)
The similarities between military planning and financial planning
The enemy always gets a vote
And more!

Resources:

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