Episodes

Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

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Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today about how to build a niche that could open the door to a successful virtual planning business. Derek likens it to process of designing and building a Lamborghini. Every part of your practices needs to contribute to building a unique business in a very crowded market. For more information about Derek, go to: https://www.intrepidwealthpartners.com/.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 87: Turning Your Practice Into a Lamborghini With Derek Notman

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  • Derek - February 19, 2021 reply

    Loved being on this show, thanks again for the opportunity!

    Paul Tyler - February 20, 2021 reply

    Great discussion. I hope this inspires a number of advisors to look at this time as an opportunity to redefine their business on their own terms.

    Cynthia Mejia - March 4, 2021 reply

    Thanks again for a great episode!

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