Derek Notman
Founder of Intrepid Wealth Partners and an advisor operating as an agent for New York Life, known for transforming a traditional bricks-and-mortar practice into a virtual, location-independent financial planning firm.
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Dec 17, 2019 • 1h 48min
Ep 155: Eschewing A Bricks-And-Mortar Office For Reduced Overhead And (Virtual) Flexibility with Derek Notman
Derek Notman, founder of Intrepid Wealth Partners and New York Life agent who turned a traditional practice into a virtual, location-independent firm. He discusses ditching a bricks-and-mortar office, building a remote team and digital marketing, narrowing his niche to CEOs and founders, and reducing client count to boost income and work-life balance.
