Derek Notman is the founding father of Intrepid Wealth Companions, an agent for New York Life, and oversees practically $ 50 million in property below administration for practically 200 purchasers. At present, Derek joins the present to share how he developed his consulting agency from a large-scale stone workplace into a very digital observe.
Hear how he shares how he has constructed his digital observe and group, in addition to how he has been in a position to broaden his enterprise and income. You’ll study why he determined to switch 80% of his purchasers to different consultants, why he determined to create a narrower specialised focus and extra.
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