How To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks Growth

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In This Episode

Derek Notman from Conneqtor talks about how the pandemic unlocked new business models like remote, virtual, and distributed practices that can both make your life better and turbocharge your ability to grow.

Our Guest

Derek Notman is a Financial Advisor turned Fintech CEO.  He entered the financial services industry in 2006 and experienced a high level of success early on which he attributes to the philosophy of “do what is right for my clients and eventually I will get paid.”

In 2013 he made the decision to transition his practice to a Virtual model. He did this to best serve his unique clientele time while also ensuring a great life-work balance to spend more time pursuing his passions and enjoying more of life’s moments with his wife and son.

Derek is also the Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale and is in stealth mode for a new SaaS fintech company.

BlueLeaf
BlueLeaf
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