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Ep 155: Eschewing A Bricks-And-Mortar Office For Reduced Overhead And (Virtual) Flexibility with Derek Notman
Ep 155: Eschewing A Bricks-And-Mortar Office For Reduced Overhead And (Virtual) Flexibility with Derek Notman
ratings:
Length:
108 minutes
Released:
Dec 17, 2019
Format:
Podcast episode
Description
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
Released:
Dec 17, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards: Advisor, author, and speaker Carl Richards joins us to talk about his career, impostor syndrome, and how other advisors can kick it to the curb. by Financial Advisor Success