The Virtual Financial Advisor Series™: Derek Notman on How to Build a 100% Virtual Financial Services Practice

Derek Notman joins us LIVE on The Virtual Financial Advisor Series™.  He shared with us his expertise when it comes to shifting from brick and mortar to 100% virtual.

 

We discussed:

 

➡️ The benefits of being completely virtual, and shares some of the tools he uses to make it all work.

 

➡️ How he transitioned from brick and mortar to virtual and the challenges along the way.

 

➡️ His process of growing a relationship with a potential new client.

 

Meet Derek:

📌 Derek Notman , is Founder and CEO of Intrepid Wealth Partners. As a Certified Financial Planner® Professional, he specializes working with entrepreneurs, founders, business owners, startup companies and their families. Through the leverage of financial education and his financial planning process. Derek was born in Ireland to a South African mother and German American father. He has a passion for world travel and adventure. Derek grew up in the Midwest in a divorced family and started his journey with money and business when he was just 12 years old.

 

Meet Your Host:

📍 Brad Johnson, is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. Brad also hosts The Elite Advisor Blueprint® podcast, which is dedicated to sharing the “blueprint for success” in the independent financial advising world. Based on over a decade of experience, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising.

 

Did this video help you serve your audience? Comment! Let me know how we can help serve you better.

 

 


The Virtual Advisor Series™ is a series of FREE live-stream discussions with global leaders to teach the latest in digital marketing, virtual office culture, leadership, and technology.

 

Each speaker is committed to helping you navigate through our current financial climate by:

👉 OFFERING TARGETED ADVICE from their unique perspective and niche

👉 FACILITATING MEANINGFUL DISCUSSION about your business, your team, and how to take the next step

👉 EMPOWER OTHERS in a high-integrity and high-impact way

 

#TheVirtualFinancialAdvisorSeries
thevirtualadvisdorseries.com

Join the conversation and let’s become better leaders in our industry.

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LET’S CONNECT!

Facebook: https://www.facebook.com/BradJohnsonEAB
Twitter: https://twitter.com/brad_johnson
Linkedin: https://www.linkedin.com/in/bradjohnsonae

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This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker-dealer or RIA prior to implementing new marketing techniques.

Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker dealer or RIA prior to implementing new marketing techniques. Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

TAKING YOUR ADVISORY PRACTICE FROM

BRICKS & MORTAR TO DIGITAL