Posts tagged Coaching
Rethink. The Financial Advisor Podcast - Ep. 6 Rethink: Are You a Star Player or Team Coach?

In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better. Adam and Derek speak about how each role is equally as important, but knowing where you fit in can take your client services to the next level.

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