Rethink. Financial Advice

4. Rethink: Brick and Mortar vs. Remote


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The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push.  The way you respond to the change is going to set you apart from the other advisors that are doing the same thing. In this episode, Adam Holt & Derek Notman discuss … Continue reading 4. Rethink: Brick and Mortar vs. Remote →

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

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