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Ditch the Status Quo and Build Your Ideal Life and Business with Derek Notman [Ep27]
As advisors are rapidly adjusting to a virtual model, Derek Notman, CFP and founder of Intrepid Wealth Partners joins the show to share the path that led him to going virtual in 2013. We discuss how to build trust online and how to determine what your ideal client looks like, after doing some internal work. Derek also gives some great tips on how to build a successful virtual practice and shares the turnkey system he's built for advisors that are ready to embrace the digital world.
Links and show notes at https://innovatingadvice.com/post/episode27.
Connect with Kate on LinkedIn.
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By Kate Holmes
5
99 ratings
As advisors are rapidly adjusting to a virtual model, Derek Notman, CFP and founder of Intrepid Wealth Partners joins the show to share the path that led him to going virtual in 2013. We discuss how to build trust online and how to determine what your ideal client looks like, after doing some internal work. Derek also gives some great tips on how to build a successful virtual practice and shares the turnkey system he's built for advisors that are ready to embrace the digital world.
Links and show notes at https://innovatingadvice.com/post/episode27.
Connect with Kate on LinkedIn.