3 months

#9 Derek Notman

Share :

Share on linkedin
Share on twitter

Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he move away from the brick and mortar practice to build a virtual team.

Derek Notman XY
Intrepid Wealth Partners Website
Conneqtor Website

For more information on PortfolioMetrix reach out to our team or follow us on LinkedIn.

Asset-Map. Deliver advice, faster.

Visit Allan Gray to learn how we build long-term wealth for clients.

Join the XY platform:
App Store
Google Play

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Media podcasts