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.
Read MoreIn this inaugural episode, meet your hosts, Adam Holt and Derek Notman! The duo shares their stories, starting as advisors to becoming FinTech CEOs, and their journey to finding the need to rethink what it means & takes to thrive as a financial advisor in the 21st century. Join Adam and Derek as they discuss challenging the status quo and have fun doing it!
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