The Start of Something Special
Questioning the status quo is a great place to start when trying to rethink the way financial advisors think about their profession. Adam and Derek are two incredibly positive voices in the industry who have the experience as advisors that gives them a great perspective on how to disrupt the way advisors think about how they can have a positive impact they strive to have for their clients. Can’t wait for the next episodes.
Asking the tough questions via Apple Podcasts · United States of America · 07/08/21
More reviews of Rethink. Financial Advice
Great tips and thoughts for both established and up and coming advisors. Keep it up!
Erik Baskin via Apple Podcasts · United States of America · 01/19/22
This is a timely podcast, as the financial industry is in need of some disruption, ingenuity, and a conversation how to best proceed forward. Derek and Adam already have unique perspectives on financial planning, and I’m excited to hear more!
Loren Sherman via Apple Podcasts · United States of America · 07/06/21
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