Derek Notman has successfully launched his financial advisory business, Intrepid Wealth Partners, 100% virtually. In this episode of Grow, find out how he did it.
Derek is also the creator of Conneqtor—a turn-key financial advisor lead generation system that helps you transform your business in a digital world.
Your guide to building a $100m RIA
These growth strategies will help you scale your practice rapidly.
About Grow
Grow by Altruist is a show dedicated to bringing business growth advice to advisors, by advisors. I'm your host Tyrone Ross and each week I sit down with industry professionals as they share their best ideas around attracting new prospects, building a successful firm, and keeping clients happy. Watch more episodes here.
