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Description

What does the future of financial education look like and how will it impact the growth of your business?  Let’s find out from the leaders in financial education as we chat with our friend George Nichols III, President and CEO of The American College of Financial Services. George helps us understand what they are seeing on a national level when it comes to shifting consumer expectations and how the College is evolving to meet these demands while also expanding their support to advisors to help them thrive. And…learn more about the exciting partnership announcement between the College and Couplr AI!!  

In this episode George, Adam and Derek chat about:

• Why too many advisors fail to meet what clients need & want
• How we need to do a better job paying attention to what clients want and need and delivering on them
• The trend of more successful advisors
• The transfer of wealth opportunity/challenge
• Time to Rethink the commission and incentive structure
• The industry needs to speed up to meet the expectations of the client
• The American College of Financial Services partnership with Couplr AI
• And lots more!

Resources:

• Follow George Nichols III on LinkedIn
• Follow George Nicholls III on X/Twitter
• Learn more about The American College of Financial Services
• The College & Couplr AI Press Announcement
• Follow RethinkFA on LinkedIn
• Listen to RethinkFA on YouTube Podcasts
• Find us on Digital Wealth News
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• Asset-Map 
• LinkedIn: Adam Holt
• LinkedIn: Asset-Map
• Facebook: Asset-Map

Connect With Derek Notman:

• Schedule a Couplr Demo
• CouplrAI
• LinkedIn: Derek Notman
• LinkedIn: Couplr
• Twitter: Derek Notman

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