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Unlock The Practice Growth Secrets

About this webinar

In this webinar, you’ll discover the key secrets to building a thriving financial services practice. Learn directly from leaders who have rapidly scaled their success using a system designed to evolve your career over time—not just with quick, unsustainable wins. You’ll gain insights into how to integrate modern strategies like AI-driven sales simulations, leadership development, and scalable client acquisition to build a career without limits.

What you'll learn

In this webinar, you’ll gain key insights that can revolutionize how you approach your financial advisory career. It’s not just about theory—this session will provide actionable strategies and real-world secrets from proven leaders. Here’s a snapshot of what you’ll walk away with:
  1. The path to exponential career growth – Discover how advisors go from struggling with low income to earning six figures and beyond.
  2. Why most firms hold you back – Learn how traditional firms unintentionally create obstacles like poor mentorship, compliance bottlenecks, and client acquisition struggles.
  3. How to break free from revenue pressure – Strategies to build sustainable revenue streams without relentless quota stress.
  4. The power of leadership, not management – Understand how being supported by leaders, not managers, accelerates personal and professional development.
  5. The role of AI in shaping financial services – See how scenario-based AI simulations can help you master skills faster and more effectively.
  6. Building lasting skills, not just knowledge – Learn why evolving over time with small, repeatable improvements leads to greater success than short-term results.
  7. A step-by-step approach to practice development – Gain an overview of the exact methods top advisors use to structure, grow, and scale their financial practices.
  8. Mastering the four financial domains – Learn how the balance sheet approach (risk, cash flow, assets, and liabilities) can simplify complex planning for both you and your clients.
  9. How to differentiate yourself in the market – Discover how successful advisors position themselves as irreplaceable experts by narrowing their focus on client niches.
  10. Next steps for your career transformation – Find out how to connect with our team for a tailored plan that fits your career stage and vision.

Your Presenter

Josh Hohenstein
EVP | Rethink Wealth
Rethink Wealth
Josh is a seasoned financial advisor and speaker known for demystifying financial concepts and advocating for a human-centric approach. Since 2016, Josh has focused on understanding clients' needs, ensuring financial advice is clear, transparent, and beneficial.
Starting his career by knocking on over 5,000 doors in Houston, Texas, Josh built his client base through direct engagement and personalized service. This grassroots approach taught him that success lies in meaningful connections and positive impacts on people's lives.
Josh is dedicated to debunking financial myths and helping clients understand the truth about their finances. He believes financial services should be straightforward and tailored to individual needs, characterized by transparency and empathy.
In 2017, during Hurricane Harvey, Josh served as director of operations for a veteran-focused non-profit. This reinforced his belief in human connection and community support, shaping his approach to financial advising.
Returning to financial services, Josh joined Rethink Wealth, where he now serves as a voice and advocate for financial advisors. He challenges outdated practices and promotes a client-centered approach, providing practical advice to help clients and advisors navigate the financial landscape confidently.
Josh is also a passionate speaker dedicated to educating and inspiring others. He demystifies complex financial concepts, making them accessible and understandable. His commitment to debunking myths and offering clear, actionable insights has made him a trusted industry voice.
At Rethink Wealth, Josh champions practices that prioritize client well-being and foster lasting relationships. His story is one of perseverance, innovation, and a commitment to excellence. As a speaker and advocate, Josh empowers financial advisors and clients to achieve their full potential, transforming the financial services industry one client at a time.
  • Josh Hohenstein
    EVP | Rethink Wealth
    Rethink Wealth
    Josh is a seasoned financial advisor and speaker known for demystifying financial concepts and advocating for a human-centric approach. Since 2016, Josh has focused on understanding clients' needs, ensuring financial advice is clear, transparent, and beneficial.
    Starting his career by knocking on over 5,000 doors in Houston, Texas, Josh built his client base through direct engagement and personalized service. This grassroots approach taught him that success lies in meaningful connections and positive impacts on people's lives.
    Josh is dedicated to debunking financial myths and helping clients understand the truth about their finances. He believes financial services should be straightforward and tailored to individual needs, characterized by transparency and empathy.
    In 2017, during Hurricane Harvey, Josh served as director of operations for a veteran-focused non-profit. This reinforced his belief in human connection and community support, shaping his approach to financial advising.
    Returning to financial services, Josh joined Rethink Wealth, where he now serves as a voice and advocate for financial advisors. He challenges outdated practices and promotes a client-centered approach, providing practical advice to help clients and advisors navigate the financial landscape confidently.
    Josh is also a passionate speaker dedicated to educating and inspiring others. He demystifies complex financial concepts, making them accessible and understandable. His commitment to debunking myths and offering clear, actionable insights has made him a trusted industry voice.
    At Rethink Wealth, Josh champions practices that prioritize client well-being and foster lasting relationships. His story is one of perseverance, innovation, and a commitment to excellence. As a speaker and advocate, Josh empowers financial advisors and clients to achieve their full potential, transforming the financial services industry one client at a time.