Are your and your clients estate planning documents in order? When was the last time you and your clients reviewed them? Upwards of 68% of Americans don’t have a will, yet we all are going to need one some day.  Whether you’re an advisor looking to expand your services and deepen your relationship with your clients, or you’re a consumer looking for a cutting-edge estate planning solution, this is an episode you won’t want to miss. Join us and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning. In this episode ..read more

What is the convenience economy and why should advisors care?  Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and industry expert Jamie Hopki ..read more

What is a REBL Dad? What are the struggles of being a dadpreneur?  These are the questions that took an idea and turned it into an epic experience on Necker Island. Being a dad can be really challenging. Being an entrepreneur can also be really hard. Trying to balance being the best you can be at both is a whole different type of challenge.  In this episode we dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island. There’s so much here, time to dive in! In th ..read more

Should financial advisors expect more from the vendors they partner with?  Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like a true partner to the advisor?  Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with. In this episode Brad, Adam and Derek chat about: How the Industry is focused on selling ingredients instead o ..read more

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 of money, taxes, and digital technology. As a pioneer in financial technology Bill brings unique and extensive insights into how technology is changing our interactions with money and what advisors, and their clients, should be thinking about. Bill provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater hu ..read more

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 client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data. In this episode Craig, Adam and Derek chat about: Evolving Financial Advice and Client Experience Financial Advisors' Value Demonstration Challen ..read more

How digitally intimate are you with your potential and current clients? What kind of digital intimacy experience are you creating for them? Join us as we discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. We cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands. Here we go! In this episode Jason, Adam and Derek chat about: Digital Engagement in Financial Advice The need for better digital ..read more

The outsider that became an insider Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe there are things we can do better or differently. Join us as we unpack this and other Eric-ism’s in this fun a ..read more

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 m ..read more

Where is the smart money going? What is the world’s largest asset manager investing in? Is Empathy and investable asset class? With all the talk of companies investing in AI and a variety of asset classes we wanted to see what the biggest asset manager in the world is doing and what we can learn from them. Join us as we speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice. In this episode Liz, Adam and Derek chat about: The growing importance of human and personalized adv ..read more