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28. From Lacrosse to Cross-Border Finance: Building Bird’s Eye with Sam Rook
In this episode, Mark and Jess talk to Sam Rook, a Canadian financial advisor who went from studying physical education to becoming a go-to expert in cross-border and founder of Bird’s Eye Wealth. How did that happen? A $10,000 investment, and an inspiring mentor who changed his path forever.
In this episode:
- Sam’s career switch from teaching to wealth management
- Why he left a big firm to start his own business
- What U.S. advisors must know about Canadian clients
- Why hiring outside the industry creates more impactful marketing
Sometimes, the best opportunities come when you take a risk. Listen now!
Connect with us!
Sam Rook on LinkedIn
Bird’s Eye Wealth Planners
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
View all episodes
By Jess Bost and Mark NewfieldIn this episode, Mark and Jess talk to Sam Rook, a Canadian financial advisor who went from studying physical education to becoming a go-to expert in cross-border and founder of Bird’s Eye Wealth. How did that happen? A $10,000 investment, and an inspiring mentor who changed his path forever.
In this episode:
- Sam’s career switch from teaching to wealth management
- Why he left a big firm to start his own business
- What U.S. advisors must know about Canadian clients
- Why hiring outside the industry creates more impactful marketing
Sometimes, the best opportunities come when you take a risk. Listen now!
Connect with us!
Sam Rook on LinkedIn
Bird’s Eye Wealth Planners
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth