Are financial advisors unknowingly committing malpractice?How is our industry & profession changing? What can we learn from the medical field that will help us scale advice in a meaningful way? Join us as we chat with special guest Michael Lecours, a fellow advisor and co-founder of fpPathfinder to learn about what we're calling Financial Advice 3.0.

In this episode we discuss: Bedside Manner and Malpractice, Doctors leaving the clamp in the body. * Leveraging Processes despite our egos and familiarity with the job trying to get in the way * Scale - delegation requires process when the expert is busy * Showing our value in a competitive market/transparent at scale * Advisor 3.0-... An Aspirational shift * Financial Services 1.0. Agents and Reps: Solution sales with needs analysis * Financial Planning 2.0. Product led Financial Planners (sales enablement) and Advisers * Preventative Advice 3.0. Coaches and Collaboration, behavior, mindset, retainer, proactive * The shift to multiple review meetings to spread out the focus over time*

Resources:* Connect with Mike Lecours on LinkedIn * Learn more about fpPathfinder * 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 * Twitter: Asset_Map

Connect With Derek Notman:* Schedule a Call with Derek * Couplr * LinkedIn: Derek Notman * LinkedIn: Couplr * Twitter: Derek Notman

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