12. 10 Things Advisors Shouldn’t Do (Just sayin’)

It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor. In this episode,

Episode 12 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "12. 10 Things Advisors Shouldn’t Do (Just sayin’)" was published on December 22, 2021 and runs 34 minutes.

December 22, 2021 ·34m · Rethink. Financial Advice

0:00 / 0:00

Summary

It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor. In this episode, Adam Holt & Derek Notman share a list of ten things … Continue reading 12. 10 Things Advisors Shouldn’t Do (Just sayin’) → Hosted on Acast. See acast.com/privacy for more information.

Episode Description

It is the end of the year, so sit back and prepare to laugh out loud and have a little fun with Adam and Derek as they give you 10 things that you absolutely should NOT be doing as an advisor. In this episode, Adam Holt & Derek Notman share a list of ten things … Continue reading →

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

Share this episode

Similar Episodes

#007 | Brian Clark: Becoming An Expert Through Teaching And Sharing

Jul 8, 2015

#006 | Kimanzi Constable: From Bread Guy To Bestselling Author And Speaker

Jul 1, 2015

#005 | Chris Brogan: Turning A Passion Into A Multi-Million Dollar Business

Jun 24, 2015

#004 | Brennan Dunn: Building A Freelance Business While Working Full Time

Jun 17, 2015

#003 | Neil Patel: Be Passionate About The Problem

Jun 10, 2015

#002 | Bob Burg: Mastering The Art Of Selling

May 31, 2015

Similar Podcasts

Retire Repurposed Retire Repurposed It's time to rethink, renew and reimagine retirement! Retire Repurposed is dedicated to help people transition into fulfilling and purposeful retirements. Retirement is a big life-change! In fact, the two most dangerous years of a person's life are the year they were born and the year they retire. We believe retirement is not the end; rather, the beginning of what could be the most impactful season of a person's life. So, don't retire; become Repurposed.Ben Taatjes, Financial AdvisorStewards Planning Group | 1104 19th Ave SW Willmar, MN 56201Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera W Rethink Wealth Rethink Wealth Rethink Wealth is your premier wealth management firm, challenging the traditional ways of financial thinking, encouraging you to rethink wealth. RETHINK RETAIL RETHINK Retail RETHINK Retail - the evolution of retail in today’s connected world.Join us as we explore the most recent trends and innovations in commerce. Rethink Motivation: Stories & Advice from Successful Entrepreneurs Thatcher Jensen: Entrepreneurship, Lifestyle Design, and Online Business Enthusiast Every successful entrepreneur started out at the same place as you and me. Step one.Rethink Motivation dives into how successful entrepreneurs like Chris Brogan, Neil Patel, and Bob Burg were able to push through the obstacles, hardships, and setbacks of creating a business and life that matters. We dive into how they overcame fears and doubts, what gets them out of bed each morning, habits and routines that they can't live without, and more.Think of it as weekly mentorship with your favorite business role-models.If you’re trying to create a blog, business, or anything meaningful, tune in and let’s get inspired together.

URL copied to clipboard!