That Annuity Show
Your practice can’t be defined by a zip code in today’s digital age. Derek Notman, founder of Intrepid Wealth Partners and Conneqtor talks to us today about how to build a niche that could open the door to a successful virtual planning business. Derek likens it to process of designing and building a Lamborghini. Every part of your practices needs to contribute to building a unique business in a very crowded market. For more information about Derek, go to: https://www.intrepidwealthpartners.com/.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
4 comments
Join the conversationDerek - February 19, 2021
Loved being on this show, thanks again for the opportunity!
Paul Tyler - February 20, 2021
Great discussion. I hope this inspires a number of advisors to look at this time as an opportunity to redefine their business on their own terms.
Cynthia Mejia - March 4, 2021
Thanks again for a great episode!
How to Turn Your Financial Practice into a Lamborghini - October 11, 2021
[…] Watch the full show here. […]