Rethink. Financial Advice
Latest Episodes
1. Rethink: Change is Coming
July 01, 2021
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
H. Adam Holt, CFP and Derek N.H. Notman, CFP
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