Jun 15, 2023
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
Derek’s journey into the financial industry without really knowing
what he wanted to where he is now.
What is Couplr and how does it help generate leads?
The advantage of a warm lead and how he helps with that.
What Conneqtor is and why is it valuable to business owners.
How the podcast was born out of COVID.
How to be the best dad you can be while building an amazing
The REBL Dads movement and the goals behind it.
The one life lesson that Derek wants to leave you with.
Connect with Derek:
Contact Us: https://advisordevelopmentshow.com/