Rethink. Financial Advice

5. Rethink: Financial Advice a Luxury or Necessity?


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There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry?  In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen … Continue reading 5. Rethink: Financial Advice a Luxury or Necessity? →

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

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