11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia

Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial...

Episode 11 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia" was published on December 1, 2021 and runs 38 minutes.

December 1, 2021 ·38m · Rethink. Financial Advice

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Summary

Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial mindset. Adam and Derek speak to their own experiences and discuss how an … Continue reading 11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia → Hosted on Acast. See acast.com/privacy for more information.

Episode Description

Do you consider yourself to be a financial advisor first or an entrepreneur? In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial mindset. Adam and Derek speak to their own experiences and discuss how an … Continue reading →

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

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