If You Could Do It All Again, What Would You Do?

Recorded by: Adam Holt & Derek Notman

Regardless of our profession most of us at some point find ourselves asking the question:

If you could do it all again, what would you do?

In this episode, Adam Holt & Derek Notman 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.  Raw and unfiltered, don’t miss this fun conversation where you are sure to learn a thing or two.

Adam and Derek 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

Related: Rebirth of the Proactive Advisor