January | 2022 | Rethink. The Financial Advisor podcast

The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending. With all of the effort placed on accumulation funding, the demographics of world population dictate that distribution planning will become the hottest topic in the next decade.

Concerns about mortality, interest rates, inflation, dividend yields, real estate and pensions require serious rethinking on how to deliver on the fundamental question of advisory clients around outliving their money. The challenge is that we picked up a lot of dis- and misinformation on what’s worked and will work going forward. This creates advisor bias and can impact the recommendations leading to questions of sustainability of retirement spending. Do you have a bias on how to best generate income for your clients in retirement?

In this episode, Adam Holt & Derek Notman rethink advisor bias, specifically on retirement income certainty. Adam and Derek invite Ramsey Smith, CEO of Alex.fyi and retirement distribution expert, into the Rethink Tank for some guidance on this topic and how it impacts the industry both now and in the future.

Adam & Derek discuss:

What is the income certainty space?
The emotional certainty of pensions
Income vehicles that are popular today
The future of qualified plan options
The challenge with annuities and historical bias on the term
And more

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Connect With Derek Notman:

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Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader?

In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) and thought leader in your advisory niche is vital in attracting your ideal clients. Adam and Derek share from their own experiences and offer guidance on how you can develop yourself as a thought leader and spread your knowledge as a subject matter expert.

You better have a pencil and paper prepared for this one!

Adam & Derek discuss:

Finding your niche as a subject matter expert
Intentionality as a propeller in thought leadership
Tools that you can use to build your thought leadership
Blogs, vlogs, PR, engagement pods and what’s working today
And more

Rethink. The Financial Advisor podcast

Monthly Archives: January 2022

14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith

13. Rethink: Attracting Ideal Clients as a Thought Leader