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Podcast

Rethink: The Financial Advisor Podcast

Episode 23: Ask Us Anything – If You Could Start Over

 

Imagine you could restart your clock – or perhaps, go back in time and start your career all over again. Would you do it?  Take me, for instance, I would have done some things differently, like investing money back into my business, and I would have pushed my business online much sooner than I did. For Adam, he would pay a lot more attention to his own performance and not just track the performance of his clients. As a result, introspection is as much a necessity as it is a boon.

However, the lessons we learn through experiences truly set us apart and being able to learn from those who are where you want to be is invaluable, so sit back, relax and have a listen.

Without me giving too much away, you can find out more in this episode, as we chop it up in the Rethink tank by taking questions live from financial advisors on everything from mistakes made to what they would do differently if they re-started their career journey.  This episode is raw and unfiltered, so don’t miss this fun conversation where you are sure to learn a thing or two.

To summarize, we discuss:

  • The importance of building an online brand
  • Putting time and money into improving your business
  • The understanding of who your brand and ideal clients are
  • How pivoting to a remote work model improves productivity
  • And more

Connect With Derek Notman:

Connect With Adam Holt:

Listen to the podcast here.