Rethink. Financial Advice Podcast: Scaling Financial Advice 3.0 featuring Michael Lecours

Are financial advisors unknowingly committing malpractice? How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.

• Bedside Manner and Malpractice, Doctors leaving the clamp in the body.
• Leveraging Processes despite our egos and familiarity with the job trying to get in the way
• Scale - delegation requires process when the expert is busy
• Showing our value in a competitive market/transparent at scale
• Advisor 3.0-... An Aspirational shift
• Financial Services 1.0. Agents and Reps: Solution sales with needs analysis
• Financial Planning 2.0. Product led Financial Planners (sales enablement) and Advisers
• Preventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactive
• The shift to multiple review meetings to spread out the focus over time