Client Video Spotlight: Conversation with Derek Notman CFP®

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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: 

Author: Advisor Websites

Topics: lead generation, Tools & Technology

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