Rethink. The Financial Advisor Podcast - Episode 42: Advisor-First vs. Firm-First Mentality Featuring David Karr

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable Advisors, David Karr. We dive into advisor-first mentality vs. firm-first mentality, what the future holds for our profession with insights from the home office, the increasing demand for great advisors, and what companies like Equitable are doing to attract and support them.

David, Adam & Derek discuss:

• How strong advisors that are really connected to their clients hold all the cards

• Clients have never had higher expectations from their advisor

• A great deal of support and infrastructure is needed for advisors to thrive, how are advisors going to put together their people, process, and tech?

• The holistic approach is how we best serve our clients and advisors (life coaching program partnership between Equitable and Columbia university)

• Recognizes the expectations of end consumers as the key: Regular and frequent basis for communication

• And lots more!

Resources:

• Connect with David Karr on LinkedIn

• Learn more about Equitable Advisors

• Follow RethinkFA on LinkedIn

• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo

• support@asset-map.com 

• Asset-Map 

• LinkedIn: Adam Holt

• LinkedIn: Asset-Map

• Facebook: Asset-Map

• Twitter: Asset_Map

• YouTube: Asset-Map 

Connect With Derek Notman:

• Schedule a Call with Derek

• Conneqtor

• LinkedIn: Derek Notman

• LinkedIn: Conneqtor 

• Twitter: Derek Notman

• Twitter: Conneqtor

• Facebook: Conneqtor 

• YouTube: Derek Notman