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 Michael Liersch on LinkedIn
Check out LifeSync by Wells Fargo
Follow RethinkFA on LinkedIn
Listen to RethinkFA on YouTube Podcasts
Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

Schedule an Asset-Map Demo
Asset-Map
LinkedIn: Adam Holt
LinkedIn: Asset-Map
Facebook: Asset-Map
Twitter: Asset_Map

Connect With Derek Notman:

Schedule a Call with Derek
Conneqtor
LinkedIn: Derek Notman
LinkedIn: Conneqtor
Twitter: Derek Notman
Twitter: Conneqtor
Facebook: Conneqtor

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Overcoming Financial Vulnerabilities featuring Michael Liersch