28. From Lacrosse to Cross-Border Finance: Building Bird’s Eye with Sam Rook
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28. From Lacrosse to Cross-Border Finance: Building Bird’s Eye with Sam Rook
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About this listen
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!
Connect with us!
Sam Rook on LinkedIn
Bird’s Eye Wealth Planners
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth