Avoid the stone office for reduced overhead costs and (virtual) flexibility with Derek Notman

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Avoid the stone office for reduced overhead costs and (virtual) flexibility with Derek Notman

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.

Efficiency notes and extra data may be discovered at: https://www.kitces.com/155

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