Rebecca Rothstein, Top Wealth Advisor

Finding Mastery with Dr. Michael Gervais

Dr. Michael Gervais

Sport Psychology, Finding Mastery, Mental Health, Mindfulness, Business, Self Help, Michael Gervais, Health & Fitness, Mindset, Psychology, Self-improvement, Education

4.7 • 1.7K Ratings

🗓️ 6 June 2018

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week’s conversation is with Rebecca Rothstein, a private wealth advisor focused on helping high-net-worth individuals, families and institutions pursue their financial goals through wealth management, tax minimization strategies and legacy planning services.

In 2017, Forbes named Rebecca one of “America's Top Wealth Advisors" and this year recognized her as the #1 “Top Women’s Wealth Advisor.”

What stands out in this conversation is while Rebecca’s area of expertise may appear on the surface to be wealth management, her true gift is her ability to build relationships with her clients, her team, and her family.

One of Rebecca's key indicators for success is maintaining a high retention rate -- which she has.

When I asked her why her client retention was so high, it of course came down to quality relationships: her ability to listen, communicate, and develop trust with her clients.

In Rebecca’s words, “The most important thing that you learn when you’re taking on someone’s money, is that you have to make them explain to you what their point of view is and not give them your point of view.”

I think you’ll notice some parallels between Rebecca’s relationship-oriented approach to business and successful coaches that have previously come on the podcast such as Pete Carroll, Luke Walton, and Shaka Smart.

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Transcript

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0:00.0	When you leave an hour with me having a conversation with me about your money, I know everything about you.
0:05.9	I know what your goals are. I know what your ambitions are, what your potential to make money is.
0:11.6	I know what you're doing with your money now. I know how to
0:13.9	amend what you're doing with your money now. And I can and and these are things
0:18.5	that we do because I've had 30 years in my chair. All right, welcome back or welcome to the Finding Mastery Podcast, I'm Michael Jervay.
0:34.7	End by trade and training.
0:36.1	I'm a sport and performance psychologist and the co-founder of Compete to Create, which is a joint venture
0:41.4	with Coach Pete Carroll.
0:43.2	He's a head coach of the Seattle Seahawks,
0:44.6	and we're having a blast building that company right now.
0:47.2	But the idea behind these conversations
0:49.0	is to learn from people who are on the path of mastery
0:51.5	to better understand what they are wrestling with, what they're searching for, what they're driven by.
0:57.0	And then we also want to dig to understand their psychological framework and the mental skills that they use to build and refine their craft.
1:04.0	Finding Mastery is brought to you by Vitruvian.
1:07.0	Vitruvian is on a mission to help people live longer, stronger lives.
1:11.0	And their marquee product, the trainer plus, is at the forefront of that
1:16.3	revolution. So Vitruvians trainer plus is the ultimate all in one home gym solution and it's brought to you on a single compact platform.
1:27.0	It's really unique. There's no bulky equipment here, there's no plates to stack, and it's just this really sleek portable machine,
1:37.2	and it's small enough to even slip under your coffee table if you wanted, and it delivers a powerful
1:42.4	data-tracked workout. So the trainer plus, they offer
1:46.2	up to 440 pounds of adaptable digital resistance for a ton of exercise.
	...

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