We’re excited to kickoff season five with a bright mind in the financial industry and someone who has built multiple successful businesses. Derek Notman is a Certified Financial Planner and founder of Intrepid Wealth Partners but that only scratches the surface of who he is.

 

Here’s some of what you’ll learn from this episode:

• Derek’s journey into the financial industry without really knowing what he wanted to where he is now. (4:53)
• What is Couplr and how does it help generate leads? (14:59)
• The advantage of a warm lead and how he helps with that. (18:10)
• What Conneqtor is and why is it valuable to business owners.  (20:45)
• How the podcast was born out of COVID. (26:14)
• How to be the best dad you can be while building an amazing business. (30:42)
• The REBL Dads movement and the goals behind it. (34:53)
• The one life lesson that Derek wants to leave you with. (39:18)

 

Connect with Derek:

https://www.intrepidwealthpartners.com/about-us

https://www.couplr.ai/

https://www.conneqtor.co/

https://rebldads.com/

Contact Us: https://advisordevelopmentshow.com/