Rethink. Financial Advice

Ask Us Anything – If You Could Start Over (Ep 23)


Listen Later

Regardless of our profession most of us at some point find ourselves asking the question:

If you could do it all again, what would you do?

In this episode, Adam Holt & Derek Notman chop it up in the Rethink tank by taking questions live from financial advisors on everything from mistakes made to what they would do differently if they re-started their career journey. Raw and unfiltered, don’t miss this fun conversation where you are sure to learn a thing or two.

Adam and Derek discuss:

  • The importance of building an online brand
  • Putting time and money into improving your business 
  • The understanding of who your brand and ideal clients are
  • How pivoting to a remote work model improves productivity
  • And more

Resources:

  •  Follow RethinkFA on LinkedIn

Connect With Adam Holt:

  • Schedule an Asset-Map Demo
  • [email protected] 
  • 888-664-8850
  • Asset-Map 
  • LinkedIn: Adam Holt
  • LinkedIn: Asset-Map
  • Facebook: Asset-Map
  • Twitter: Asset_Map
  • YouTube: Asset-Map 

Connect With Derek Notman:

  • Schedule a Call with Derek
  • Conneqtor
  • LinkedIn: Derek Notman
  • LinkedIn: Conneqtor 
  • Twitter: Derek Notman

 

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

...more
View all episodesView all episodes
Download on the App Store

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

19 ratings