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Recorded by: Adam Holt & Derek Notman
It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor.
In this episode, Adam Holt & Derek Notman share a list of ten things that advisors are doing that they should stop right now—time to rethink it. Adam and Derek touch on their personal stories (and make fun of each other) along the way and help you understand how following this advice could take your practice to the next level in 2022. Cameo appearance from the numero uno robo, the Terminator as he chimes in to the podcast.
Adam & Derek discuss:
- The roller coaster that is advising family members
- You’re not listening and we can prove it with jargon
- Sales lists versus relationships lists
- The aspect of tech that everyone keeps ignoring and 10x the ROI
- And more
Related: Rethink: Moving Firms – Captive vs IBD vs RIA featuring Ryan Shanks