Are financial advisors gifting dummies? Featuring Joe Fischer

Summary: Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.Joe, Adam & Derek discuss:Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneurWhy being intentional is so importantHow to think strategically about building a scalable gifting system that’s as automated as possibleTips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platformA special discount for financial advisors to use GreetablAnd lots more!Resources:Connect with Joe on LinkedInFollow Joe on TwitterCheck out GreetablSpecial offer from GreetablFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map [email protected] 888-664-8850Asset-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.

What this episode covers

Summary: Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.Joe, Adam & Derek discuss:Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneurWhy being intentional is so importantHow to think strategically about building a scalable gifting system that’s as automated as possibleTips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platformA special discount for financial advisors to use GreetablAnd lots more!Resources:Connect with Joe on LinkedInFollow Joe on TwitterCheck out GreetablSpecial offer from GreetablFollow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map [email protected] 888-664-8850Asset-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.

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This episode is 36 minutes long.

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This episode was published on October 26, 2022.

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