• The Evolution of Financial Education Featuring George Nichols III

  • May 20 2024
  • Durée: 47 min
  • Podcast

The Evolution of Financial Education Featuring George Nichols III

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  • Résumé

  • 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 & wantHow we need to do a better job paying attention to what clients want and need and delivering on themThe trend of more successful advisorsThe transfer of wealth opportunity/challengeTime to Rethink the commission and incentive structureThe industry needs to speed up to meet the expectations of the clientThe American College of Financial Services partnership with Couplr AIAnd lots more!Resources:Follow George Nichols III on LinkedInFollow George Nicholls III on X/TwitterLearn more about The American College of Financial ServicesThe College & Couplr AI Press AnnouncementFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsFind us on Digital Wealth NewsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.
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