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The Advisor Lab


Aug 17, 2020

In this episode, we sit down with Derek Notman, Founder and CEO Intrepid Wealth Partners, a virtual-only practice that’s focused on elite frequent flyers. We wanted to bring Derek on because with everything going on across the industry, how he runs his practice is an incredibly timely discussion. We dive into how he manages his practice completely remote, how he leverages digital marketing to connect and engage prospects, and where he thinks the industry is headed. 

For more, visit www.thesevengroup.com.