Are you ready for a global financial disruption? Featuring Evelyn Jacks (Ep 40)
Rethink. Financial Advice Podcast
Fintech CEOs Adam Holt & Derek Notman are rethinking what it takes to succeed as a financial advisor in the 21st century
Rethink. Financial Advice Podcast Episode 40 with Evelyn Jacks
Summary:
Have you prepared your practice and clients for a global financial disruption??The world is experiencing economic despair, rising interest rates, fallout from covid/remote work, an aging population, falling tax revenues, global unrest, wage pressure, cost of eggs, political unrest, wars, famine, avian flu, ChatGPT, the list goes on!?Join us for an insightful discussion with Evelyn Jacks on how to best position & prepare yourself, your firm, and your clients to best deal with the multitude of prevailing headwinds we’re all facing.
Evelyn Jacks , H. Adam Holt, CFP?, ChFC? & Derek N.H. Notman, CFP? discuss:
Resources:
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Helping successful executives retire with style and live an epic retirement
2 年This is a great one, thanks H. Adam Holt, CFP?, ChFC? and Derek N.H. Notman, CFP? for helping us all Rethink! My thought here is to echo the Greeks' response to the Persians who tell them to surrender because their archers' arrows will blot out the sun. The Greeks reply "well, then we will fight in the shade". #areyouready
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2 年Disruptions are inevitable and have been a constant in the financial profession for decades. We must be willing to adapt and disrupt ourselves before we get disrupted. This means being proactive and continuously improving our business practices to stay ahead of the curve. With emerging technologies, changes in consumer behavior, and unforeseen events like the COVID-19 pandemic, the pace of change is accelerating. Ultimately, it's about staying relevant and competitive by keeping up with change, digitization, and business model evolution. Disruptions will always happen, but by embracing change and taking calculated risks, we can adapt and thrive in an ever-changing landscape.
CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.
2 年Wouldn’t that be nice ? What should we do. Put the link to the popular shows right in the body?
The busy attorney's financial advisor | Putting your money where it matters most, so you can reduce your taxes today and tomorrow. Stop tipping Uncle Sam!
2 年Looking forward to listening to this one. Thanks for always having great content H. Adam Holt, CFP?, ChFC? and Derek N.H. Notman, CFP?
Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast
2 年This one really made me Rethink!