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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Category: practice management
Mar 14, 2022

Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the industry and a popular podcast for Financial Advisors. He sits down with Jay Coulter on the Resilient Advisor Show and they cover a wide range of topics.

Derek's experience producing the Rethink Podcast with Adam Holt : https://www.asset-map.com/rethinkfinancialadvisorpodcast

Building a virtual practice at Intrepid Wealth Partners: https://www.intrepidwealthpartners.com

How he leverages Asset-Map and Altruist for a robust virtual experience. How advisors can learn about building a virtual practice through Conneqtor: https://www.conneqtor.co

About Derek N.H. Notman, CFP®

I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure and believe it or not was actually compared to "The World's Most Interesting Man", although I am not sure I deserve it! I love helping my clients leverage their money to live their best life today & tomorrow.

As a Virtual Financial Advisor and Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize working with self-minted millionaires who love luxury world travel. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs, yet limit the amount of clients we serve at any given time.

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