We’re excited to kickoff season five with a bright mind in the financial industry and someone who has built multiple successful businesses. Derek Notman is a Certified Financial Planner and founder of Intrepid Wealth Partners but that only scratches the surface of who he is. Here’s some of what you’ll learn from this episode: Derek’s journey into the financial industry without really knowing what he wanted to where he is now. (4:53) What is Couplr and how does it help generate leads? (14:59) The advantage of a warm lead and how he helps with that. (18:10) What Conneqtor is and why is it valuable to business owners. (20:45) How the podcast was born out of COVID. (26:14) How to be the best dad you can be while building an amazing business. (30:42) The REBL Dads movement and the goals behind it. (34:53) The one life lesson that Derek wants to leave you with. (39:18) Connect with Derek: https://www.intrepidwealthpartners.com/about-us https://www.couplr.ai/ https://www.conneqtor.co/ https://rebldads.com/ Contact Us: https://advisordevelopmentshow.com/