Find out how you can create a firm that attracts and keeps the right advisors so you can grow your company long into the future.
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In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen as luxuries for wealthy individuals are now becoming more common to the mass market, and how advisors should respond to the change.
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In this episode, Adam Holt & Derek Notman discuss what the impacts of moving entirely to remote practices could have on advisors who are not prepared to set themselves apart. Adam and Derek speak about their successes of going virtual, and offer you some takeaways so you can learn from their experience!
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In this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about their own personal experiences of defining their identity and aim to help you define yours.
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