Rethink. Financial Advice

H. Adam Holt, CFP and Derek N.H. Notman, CFP

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3. Rethink: Human vs The Robo-Advisor

Posted July 30, 202100:36:41

Technology is changing. It is adapting and doing things that were once never thought possible.

So, that brings us to this question – who is...

2. Rethink: Financial Advice vs. Sales

Posted July 15, 202100:29:47

Are you an advisor who sells, or a salesperson who advises?

Making that distinction is absolutely vital for you as someone working in the financial...

1. Rethink: Change is Coming

Posted July 1, 202100:26:57

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...