Being a Virtual Adviser with Derek Notman

In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.

Derek is a practicing virtual financial planner and also runs the lead-generation, digital marketing, and practice management Business-In-A-Box training system empowering financial advisers to dominate in a digital world.

Here, he talks about the following:

– His financial planning career
– Why he transitioned to a virtual adviser
– How Conneqtor is going
– Tips that Derek has for people who are starting their career in financial planning
– A book recommendation – in this case The 4 Hour Work Week by Tim Ferris and Think & Grow Rich by Napoleon Hill

You can connect with Derek on LinkedIn HERE.


Subscribe to our mailing list

Become a Member

CPD in a Box, A discount on the annual conference, NextGen Premium content & much more

Get in touch

If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.