• Finance, FinTech, and Fatherhood with Derek Notman (S5E1)

  • Jun 15 2023
  • Duración: 42 m
  • Podcast

Finance, FinTech, and Fatherhood with Derek Notman (S5E1)

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  • Resumen

  • 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/ 

     
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