Defining an ideal client: CEOs and founders

Derek Notman is the founder of Intrepid Wealth Partners, operating as an agent for New York Life and overseeing nearly $50 million in assets under management for almost 200 clients. Today Derek joins the show to share how he evolved his advisory firm from a high-volume, bricks-and-mortar office into an entirely virtual practice. Listen in as he shares how he built up his virtual practice and team, as well as how he has been able to grow his business and income. You'll learn what made him decide to transfer 80% of his clients to other advisors, why he has chosen to create a narrower niche focus, and more.

For show notes and more visit: https://www.kitces.com/155