After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his practice completely virtual. While that was back in 2013, he has since designed a tech stack that satisfies the needs not only for his business, but one that his … <a class="btn btn-default" href="https://wealth-stack.blubrry.net/2023/06/02/the-wealthstack-podcast-keeping-tech-simple-as-a-virtual-advisor-with-derek-notman/"> Read More Read More</a>

After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his practice completely virtual. While that was back in 2013, he has since designed a tech stack that satisfies the needs not only for his business, but one that his … Read More Read More

After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his practice completely virtual. While that was back in 2013, he has since designed a tech stack that satisfies the needs not only for his business, but one that his … <a href="https://wealth-stack.blubrry.net/2023/06/02/the-wealthstack-podcast-keeping-tech-simple-as-a-virtual-advisor-with-derek-notman/" rel="noopener noreferrer"> Read More Read More</a>

The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

Share The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

Sign up to save your podcasts

The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman

More shows like The WealthStack Podcast

WSJ What’s News

Freakonomics Radio

We Study Billionaires - The Investor’s Podcast Network

Animal Spirits Podcast

The Perfect RIA

WealthTech Today

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Big Technology Podcast

Ask The Compound

WealthTech on Deck

RIA Edge

The Connected Advisor