EPISODE · Sep 2, 2020 · 34 MIN
Being a Virtual Adviser with Derek Notman
from The Plannex Podcast · host Plannex
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
What this episode covers
In this episode, Rohan is joined by Derek Notman from Wisconsin, CFP, Virtual Financial Planner and founder of Conneqtor.
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Being a Virtual Adviser with Derek Notman
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