Overcoming Financial Vulnerabilities featuring Michael Liersch

Episode 48 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "Overcoming Financial Vulnerabilities featuring Michael Liersch" was published on May 31, 2023 and runs 41 minutes.

May 31, 2023 ·41m · Rethink. Financial Advice

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Summary

Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life goals we have to help them break through any vulnerabilities they may have when it comes to their money. Join us as we speak with special guest Michael Liersch as we muse about how difficult it is to talk to clients about their money and how to connect it with great advice engagement and ultimately product placement.Michael, Adam, and Derek chat about:Vulnerability of financial conversations (shame/embarrassment/hiding/discomfort/confidence/bias/fear)The role of deliberative thinking and the important role advisors playThe best definition of what an advisor does for clientsA time tested repeatable processSpeaking a language clients can understand in jobs to be doneAnd lots more!Resources:Connect with Michael Liersch on LinkedInCheck out LifeSync by Wells FargoFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply 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 DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor  Hosted on Acast. See acast.com/privacy for more information.

Episode Description

Are financial advisors addressing their client’s financial vulnerabilities? In order for your clients to truly understand and make progress on their financial and life goals we have to help them break through any vulnerabilities they may have when it comes to their money. Join us as we speak with special guest Michael Liersch as we muse about how difficult it is to talk to clients about their money and how to connect it with great advice engagement and ultimately product placement.

Michael, Adam, and Derek chat about:

Vulnerability of financial conversations (shame/embarrassment/hiding/discomfort/confidence/bias/fear)
The role of deliberative thinking and the important role advisors play
The best definition of what an advisor does for clients
A time tested repeatable process
Speaking a language clients can understand in jobs to be done
And lots more!

Resources:

Connect With Adam Holt:

Connect With Derek Notman:

Hosted on Acast. See acast.com/privacy for more information.

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