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July 15, 2021308. The Virtual Business Model: Growing Your Practice in the 21st Century With Derek Notman31 minutesPlayWhile trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!...moreShareView all episodesBy Matt Halloran, CRO at ProudMouth4.63737 ratingsJuly 15, 2021308. The Virtual Business Model: Growing Your Practice in the 21st Century With Derek Notman31 minutesPlayWhile trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!...moreMore shows like Top Advisor Marketing PodcastView allWSJ What’s News4,356 ListenersHoliness for the Working Day375 ListenersKitces and Carl - Real Talk for Real Financial Advisors245 ListenersMorning Brew Daily2,998 ListenersBarron's Streetwise1,554 ListenersThe Efficient Advisor: Tactical Business Advice for Financial Planners132 Listeners
While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!
July 15, 2021308. The Virtual Business Model: Growing Your Practice in the 21st Century With Derek Notman31 minutesPlayWhile trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!...more
While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!