20 Jan Derek N.H Notman, CFP
In this episode, Cooper sits down with Derek to discuss how he took his Financial Advising Practice virtual and why more Advisors are doing the same. The two discuss mindsets and strategy around things like LinkedIn and digital marketing.
Derek serves self-minted millionaires from coast to coast through his virtual model so they can embrace the finer things in life and focus on passions like their family, business, and travel. He is also the Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale.