After spending years in a swimsuit and tie and feeling held again by expertise throughout the dealer/seller world, Derek Notman made the choice to take his observe fully digital. Whereas that was again in 2013, he has since designed a tech stack that satisfies the wants not just for his enterprise, however one which his shoppers get pleasure from utilizing as nicely.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Derek, who can also be the founding father of Couplr, Conneqtor, and host of Rethink—The Monetary Advisor Podcast, on his future wealthtech outlook.
Shannon and Derek focus on:
- How he approached constructing his personal tech stack
- Why he’s on a mission to repair cash
- What to future holds for Couplr and Conneqtor (and the place AI matches in)
- Why the ability of private branding is important for development
Join with Shannon Rosic:
Join with Visitor:
About Our Visitor:
Derek entered the monetary providers trade in 2006 and skilled a excessive stage of success early on which he attributed to the philosophy of “do what is correct for my shoppers and ultimately I’ll receives a commission.” After 3 years, he began his personal agency.
In 2013, he made the choice to transition his observe to a digital mannequin. Derek did this to finest serve his distinctive clientele whereas additionally guaranteeing a fantastic life-work stability for him to spend extra time pursuing his passions and having fun with extra of life’s moments along with his spouse and son. He’s not taking over new shoppers aside from direct referral for his RIA.
Realizing the monetary trade & career as each an advisor & fintech founder has given him a singular perspective on easy methods to tackle and sort out some massive issues which he’s laser targeted on by way of his 4 dimensions with:
- Couplr
- Conneqtor
- Rethink FA Podcast
- Intrepid Wealth Companions
