Rethink. The Financial Advisor Podcast - Episode 32: Are Financial Advisors Gifting Dummies?

Summary: 

Joe Fischer understands what clients want.  He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.

Joe, Adam & Derek discuss:

• Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur

• Why being intentional is some important

• How to think strategically about building a scalable gifting system that’s as automated as possible

• Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform

• A special discount for financial advisors to use Greetabl

• And lots more!

Resources:

• Connect with Joe on LinkedIn

• Follow Joe on Twitter

• Check out Greetabl

• Special offer from Greetabl

• 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

• 888-664-8850

• 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