Advisor-First vs. Firm-First Mentality Featuring David Karr Episode 42

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors, David Karr. We dive into advisor-first mentality vs. firm first mentality, what the future holds for our profession with insights from the home office, and the increasing demand for great advisors and what companies like Equitable are doing to attract and support them.David, Adam & Derek discuss:How strong advisors that are really connected to their clients hold all the cardsClients have never had higher expectations from their advisorA great deal of support and infrastructure is needed for advisors to thrive, how are advisors going to put together their people, process, and tech?The holistic approach is how we best serve our clients and advisors (life coaching program partnership between Equitable and Columbia university)Recognizes the expectations of end consumers as the key: Regular and frequent basis for communicationAnd lots more!Resources:Connect with David Karr on LinkedInLearn more about Equitable AdvisorsFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map [email protected] Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman  Hosted on Acast. See acast.com/privacy for more information.