Rethink. The Financial Advisor Podcast - Ep. 11 Advisor vs. Entrepreneur featuring Robert Sofia
Rethink. The Financial Advisor Podcast - Ep. 11
Rethink: Advisor vs. Entrepreneur featuring Robert Sofia
Do you consider yourself to be a financial advisor first or an entrepreneur?
In this episode, Adam Holt & Derek Notman rethink the financial industry with the help of Robert Sofia about whether or not advisors should be thinking with an entrepreneurial mindset. Adam and Derek speak to their own experiences and discuss how an entrepreneurial identity might be where the industry is headed.
Adam & Derek discuss:
If being a financial advisor the same thing as being an entrepreneur
Opportunities that advisors are missing
Things you can be doing to think of yourself as an entrepreneur
Lifestyle businesses versus enterprises and how to position yourself once you know what you want to be
And more…
Resources:
Connect With Robert Sofia:
Connect With Adam Holt:
888-664-8850
Connect With Derek Notman:
About Our Guest:
During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker-dealers, custodians, TAMPs, insurance companies, and others.
“I believe in putting people ahead of profits, obsessing over details, taking risks, working hard, and giving back.”
Podcast: Play in new window | Download | Embed