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Finance, FinTech, and Fatherhood with Derek Notman (S5E1)

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.

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S3 E3: Using First Party Data with Lone Beacon

On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry.

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