Join Adam, Derek, and special guest Ashley Quamme, Fractional Financial Behavior Officer for firms and advisors, as they talk about the shift to human-first advice and what it means for advisors.
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Join Adam, Derek, and serial entrepreneur and CEO and co-founder of Trust & Will, Cody Barbo, as we dive into all things estate planning.
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Join Adam and Derek as they explore this topic and many more with their friend, fellow REBL Dad, and industry expert Jamie Hopkins.
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Join Adam and Derek as they dive into what the REBL Dads community is, how it came to be, and the deep and meaningful experience shared by a group of dadpreneurs on Necker Island.
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Join Adam and Derek as they explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with.
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Join Adam, Derek, and special guest Bill as he provides invaluable insight into how technology can revolutionize the financial advisory industry. A key takeaway is that financial advisors should leverage technology to facilitate a greater human connection with their clients.
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Join Adam and Derek as they chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research-driven data.
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Join Adam and Derek as they discuss this fun yet compelling topic with fellow advisor and fintech expert, Jason Pereira. They cover everything from how advisors should consider clients' preferences and needs to the importance of collaboration, the role of artificial intelligence, and adapting processes to meet evolving demands.
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