EPISODE · Dec 1, 2021 · 38 MIN
11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia
from Rethink. Financial Advice
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.
What this episode covers
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.
NOW PLAYING
11. Rethink: Advisor vs. Entrepreneur featuring Robert Sofia
No transcript for this episode yet
Similar Episodes
Apr 21, 2026 ·13m
Apr 19, 2026 ·16m
Apr 17, 2026 ·13m
Apr 13, 2026 ·11m
Apr 11, 2026 ·16m