Client Video Spotlight: Conversation with Derek Notman CFP®

Advisor Websites
Advisor Websites • Posted on Mar 13, 2020

Conversation with Derek Notman CFP®

A candid conversation between Nitesh Verma, Director of Growth at Advisor Websites & Derek Notman, CFP® about how he turned his traditional firm into an entirely virtual practice!

Derek Notman is a virtual Certified Financial Planner®, Founder of Intrepid Wealth Partners. and long time client of Advisor Websites. 

Learn more about The Virtual Advisor System: 


About Advisor Websites, A Snappy Kraken Company

Founded in 2012, we specialize in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all of which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

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