Rethink. Financial Advice

13. Rethink: Attracting Ideal Clients as a Thought Leader


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Being a thought-leading advisor is simply the way forward to attract the type of client you want to serve (and that wants to work with you). So how do you attract ideal clients as a thought leader? In this episode, Adam Holt & Derek Notman discuss how proving yourself as a Subject Matter Expert (SME) … Continue reading 13. Rethink: Attracting Ideal Clients as a Thought Leader →

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Rethink. Financial AdviceBy H. Adam Holt, CFP and Derek N.H. Notman, CFP

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