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 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 metadata supplied by the publisher feed · Published Dec 1, 2021

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11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia

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