Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he move away from the brick and mortar practice to build a virtual team.
Derek Notman XY: https://www1.xyadviser.com/members/3643865
Intrepid Wealth Partners Website: https://www.intrepidwealthpartners.com/
Conneqtor Website: https://www.virtualadvisorsystem.com/
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