Rethink. Financial Advice What is your Financial Religion? Featuring Josh Curtis
Jul 12, 2023
40:42
Is what you believe in actually true? Does your financial religion serve you and your clients? Is it better than all other religions? Join us as we dive into financial religion with special guest Josh Curtis who shares his experience of growing up in a cult and its many similarities to the financial services world. A thought provoking conversation sure to have you rethinking your own financial religion.
In this episode Josh, Adam and Derek chat about:
- Financial cults and why do they exist?
- Stigmas associated with the different financial religions
- Fee only vs. flat fee vs. commission vs. captive - which religion is best?
- Fighting between different religions
- Can a financial atheist provide long term value to clients?
- The importance of belief systems
- Leading with advice and connecting on a human level means listening first while not putting your beliefs on others
- The important differentiation between Educating and Serving clients
- Can you find principles to live by, just like in religion, and then serve others to live those principles?
- And lots more!
Resources:
- Connect with Josh Curtis on LinkedIn
- Download the Religious Financial Services PDF
- Learn more about the Portfolio Waterfall strategy
- 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:
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