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28. From Lacrosse to Cross-Border Finance: Building Bird’s Eye with Sam Rook
Manage episode 476252228 series 3590071
A tartalmat a Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jess Bost and Mark Newfield, Jess Bost, and Mark Newfield vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this episode, Mark and Jess talk to Sam Rook, a Canadian financial advisor who went from studying physical education to becoming a go-to expert in cross-border and founder of Bird’s Eye Wealth. How did that happen? A $10,000 investment, and an inspiring mentor who changed his path forever.
In this episode:
- Sam’s career switch from teaching to wealth management
- Why he left a big firm to start his own business
- What U.S. advisors must know about Canadian clients
- Why hiring outside the industry creates more impactful marketing
Sometimes, the best opportunities come when you take a risk. Listen now!
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