It’s time to rethink what it means to be a financial advisor in the 21st century.  Advisors and clients want something more, join us as we examine and pick apart the status quo and question everything. Introducing Rethink: The Financial Advisor Podcast In this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The … Continue reading 1. Rethink: Change is Coming →

Hosted on Acast. See acast.com/privacy for more information.