sam rook
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