The Global Financial Disruption: Are You Prepared to Help?

President and CEO of Knowledge Bureau, Evelyn Jacks, joins Derek Notman and H. Adam Holt on their podcast, Rethink. Financial Advice, and discusses a variety of issues critical to the future of the tax and financial services industry: what's on the horizon for advisors and how to best prepare for the headwinds affecting us all. You’ll want to take this in.

“We are (probably) in the most significant holistic disruption in the financial services (industry) that we’ve been in in a century. . . .the most significant opportunity to provide essential financial services to clients that are worried, that are stuck,” says Jacks. She points out that clients are worried about: the effects of higher interest rates, significant inflation, a tighter job market and an aging population.  And, it doesn’t even matter if they are multi-millionaires – they, too, are concerned about losing their wealth. 

“These clients NEED YOU more than ever”, she adds.

Some other topics that are covered:

- Being more multidisciplinary with your team and CE to better serve clients

- Keeping up with change, digitization, business model evolution, etc. or becoming irrelevant

-How to TAKE ADVANTAGE of this moment in history – right now...AND LOTS MORE!

-Sustainable wealth across generations

Listen to the podcast here: https://lnkd.in/e5gJ6emy or click on the below image.

If you enjoyed the podcast you’ll want to consider enrolling in the The Digital Practitioner Course. Led by the podcast host, Derek Notman. Derek is a virtual Certified Financial Planner® and Founder of Intrepid Wealth Partners. Since 2014 Derek has run a successful practice, almost 100% virtually (before it was cool).

Why is The Digital Practitioner Course Important?

In order to thrive, you will need to build a practice to build and grow and market your business in a digital world in order to attract new clients.

This becomes especially important at a time when clients are watching their expenditures, they are looking for enhanced value for the money they are spending, and at the same time, due to the pain points they are feeling, they want a more streamlined yet comprehensive experience and most of all they want to feel like they are more in touch with their advisory relationship.

A truly digital advisor of the future can deliver on all of this and attract new clients to scale their business. More here.

RWM™ - Real Wealth Manager Designation

If you’re thinking of ways to distinguish yourself as an advisor, consider the Real Wealth Manager Designation (RWM™).

It has a unique value proposition that will truly help you differentiate your practice and introduce an integrated approach to growing your business, while building a natural referral network.

The RWM™ approach enables you to take your conversations further and deeper with your clients, following a compliant framework that goes beyond KYC and KYP to enable financial piece of mind.

It’s time for a change in the financial services industry. This is a new designation in line with the trend as it shifts towards building collaborative financial leadership.

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