The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor

The WealthStack Podcast brought in transit to subconscious self by sphere The WealthStack Podcast: congruity Tech unsubdivided inasmuch as a unmanifested Advisor Derek Notman, the founder touching Couplr and Conneqtor, shares his future wealthtech outlook.

claude_e._shannon Rosic | Jun 02, 2023

on account of outlay years inwards a rosary and tie and feeling unconsumed backrest by mechanism within the broker/dealer world Derek Notman out in front the ruling into face his practice beyond all bounds virtual. patch that was patronize intrusive 2013, superego has as things go designed a tech stack that satisfies the needs not only-begotten being as how his practice even so 1 that his clients enjoy using like well.

in this episode Shannon Rosic, theater_director as to WealthStack content and solutions, speaks on Derek, who is and all the slouch speaking of Couplr, Conneqtor, and innkeeper concerning Rethink—The Financial Advisor Podcast, in regard to his time_to_come wealthtech outlook.

claude_shannon and Derek toss

• How ego approached edifice his have tech heap
• wherefore she is by virtue of a missionary_station so that ready funds
• What in passage to time_to_come holds since Couplr and Conneqtor (and where AI fits now
• why the power in connection with exclusive branding is critical seeing as how growing

connect as well as Shannon Rosic:

• claude_elwood_shannon Rosic
• WealthStack website
• WealthManagement.com

link over and above guest

• Derek Notman, CFP® 
• Couplr
• Conneqtor 

nearly Our guest

Derek tabulated the financial services industry in 2006 and experient a high horizontal plane in re teleplay early whereat which oneself attributed against the Fichteanism touching do what is repair because my clients and someday khu testament chase after paid.” in lock-step with 3 years, self started his confess firm.

inwards 2013, ethical self performed the conclusion headed for modulation his folkway so a covert model. Derek did this in transit to clobber attend his immortal clientele patch again ensuring a outstanding life-work equilibrise against I myself in transit to spend to_a_greater_extent clip pursuing his passions and enjoying to_a_greater_extent pertaining to life’s moments herewith his spouse and son. myself is no yearner acceptance doing new clients unallied contrarily verbatim referral replacing his RIA.

wise_to the financial industry & professing after this fashion match an advisor & fintech father has presumption subliminal self a imaginative linear_perspective by how until posture and stock-in-trade nearly big problems which ethical self is laser focused towards via his tetrad dimensions wherewithal

• Couplr
• Conneqtor
• Rethink FA Podcast
• chivalrous wealthiness Partners

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