Nextgen Planners
Episode 83 - Being a virtual adviser with Derek Notman
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
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Sinopse
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.Derek is a practicing virtual financial planner and also runs the lead-generat
