1. Rethink: Change is Coming

It’s time to rethink what it means to be a financial advisor in the 21st century. Advisors and clients want something more, join us as we examine and pick apart the status quo and question everything. Introducing Rethink: The Financial Advisor Podcast...

Episode 1 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "1. Rethink: Change is Coming" was published on July 1, 2021 and runs 26 minutes.

July 1, 2021 ·26m · Rethink. Financial Advice

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Summary

It’s time to rethink what it means to be a financial advisor in the 21st century. Advisors and clients want something more, join us as we examine and pick apart the status quo and question everything. Introducing Rethink: The Financial Advisor Podcast In this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The … Continue reading 1. Rethink: Change is Coming → Hosted on Acast. See acast.com/privacy for more information.

Episode Description

It’s time to rethink what it means to be a financial advisor in the 21st century. Advisors and clients want something more, join us as we examine and pick apart the status quo and question everything. Introducing Rethink: The Financial Advisor Podcast In this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The … Continue reading →

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

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