Scaling Financial Advice 3.0 Featuring Michael Lecours

Are financial advisors unknowingly committing malpractice?How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.In this episode we discuss:Bedside Manner and Malpractice, Doctors leaving the clamp in the body.  Leveraging Processes despite our egos and familiarity with the job trying to get in the wayScale - delegation requires process when the expert is busyShowing our value in a competitive market/transparent at scaleAdvisor 3.0-... An Aspirational shiftFinancial Services 1.0. Agents and Reps: Solution sales with needs analysisFinancial Planning 2.0. Product led Financial Planners (sales enablement) and AdvisersPreventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactiveThe shift to multiple review meetings to spread out the focus over timeResources:Connect with Mike Lecours on LinkedInLearn more about fpPathfinderFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekCouplrLinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.