• Do you have partners or vendors? Featuring Brad Johnson

  • Jan 25 2024
  • Length: 44 mins
  • Podcast

Do you have partners or vendors? Featuring Brad Johnson

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  • Summary

  • Should financial advisors expect more from the vendors they partner with?  Advisors tend to be bombarded from vendors with all types of solutions, products, and so on, but are the vendors acting like a true partner to the advisor?  Join us as we explore this interesting topic with experienced industry veteran Brad Johnson to learn more about the difference between a vendor and partner and what advisors should be thinking about when it comes to who they end up working with.In this episode Brad, Adam and Derek chat about:How the Industry is focused on selling ingredients instead of productWhy deep partnerships cannot serve the masses (McDonalds vs Local High end Steak house)Why Advisors love the Industrialized model until they don’t - once they have personalized their firm, brand, offerings, etc. the FMO/Industrialized model is less attractive.Advisors are using a Do business Do Life values/mission to drive who they partner withThe definition of success for Financial Advisors is broken.  “Redline behavior burnout” is celebrated which is so messed up, an “entrepreneurial lie”And lots more!Resources:Follow Brad Johnson on LinkedInCheck out Brad’s Do Business Do Life podcastLearn more about Triad PartnersFollow 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-MapTwitter: 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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