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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:
Resources:
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Connect With Derek Notman:
Hosted on Acast. See acast.com/privacy for more information.
By H. Adam Holt, CFP and Derek N.H. Notman, CFP5
1919 ratings
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:
Resources:
Connect With Adam Holt:
Connect With Derek Notman:
Hosted on Acast. See acast.com/privacy for more information.

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