Making Your Advisory Business Successful in the Digital World with Derek Notman

The competitive landscape for advisory services has changed drastically in recent years. The development of digital tools and platforms has made it possible for businesses to be conducted remotely. This shift has resulted in a new breed of advisory services that are more flexible and agile than their traditional counterparts. In this episode, Marc talks with Derek Notman, Certified Financial Planner and a serial entrepreneur in the financial services industry, founding Couplr and Conneqtor among other endeavors. Derek serves clients from coast to coast through his virtual model. He works with entrepreneurs, founders, business owners, startup companies, and their families to realize their hopes, dreams, and goals through the leverage of financial education and his financial planning process. Derek talks with Marc about how consumer expectations and demands have changed over time, how technology has changed the delivery of financial services, and how he revolutionized the lead-generation process.

Key Takeaways

[02:10] - How Derek got into the financial services industry.

[04:28] - What led Derek to establish his own advisory business.