Rethink. Financial Advice Podcast: Are Financial Advisors Gifting Dummies?


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!