30 Podcast Episodes
Couplr with Derek Notman | E285
Couplr with Derek Notman | E285
Jason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people ... Read more
18 Jul 2023
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37mins
The biggest challenge facing wealth management with Derek Notman and Adam Holt
The biggest challenge facing wealth management with Derek Notman and Adam Holt
What’s the biggest challenge in wealth management today? Is it just one thing? Join Adam and Derek as they ask 10 differ... Read more
28 Jun 2023
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54mins
Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
Overcoming Innovation Anxiety in Financial Services with Adam Holt & Derek Notman
Why is the financial services industry always slow to innovate?Bob in Idaho recently asked us via a community question “... Read more
14 Jun 2023
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34mins
Getting Personal and Fixing Money with Derek Notman
Getting Personal and Fixing Money with Derek Notman
In this episode, Steven and his guest Derek Notman dive into some of the non-technical areas of tax planning and talk a... Read more
20 Mar 2023
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30mins
Riderflex Podcast - Guest Interview #310 - Derek Notman
Riderflex Podcast - Guest Interview #310 - Derek Notman
Derek is a financial service professional committed to transforming the industry through his work with Couplr, Conneqtor... Read more
12 Jan 2023
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49mins
Friday Focus: Philosopher Derek Notman on Inquiry
Friday Focus: Philosopher Derek Notman on Inquiry
What is inquiry and how can you use it in your life to foster more peace and joy? How do you learn how to be in the mome... Read more
21 Oct 2022
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12mins
Derek Notman: A Philosopher's Guide on the Power of Inquiry
Derek Notman: A Philosopher's Guide on the Power of Inquiry
What is inquiry and how can you use it in your life to foster more peace and joy? How do you learn how to be in the mome... Read more
19 Oct 2022
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47mins
How To Successfully Run A Virtual Practice with Derek Notman
How To Successfully Run A Virtual Practice with Derek Notman
Derek Notman was a virtual advisor before it was cool to be one! As a serial entrepreneur he runs 3 business in the indu... Read more
14 Mar 2022
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14mins
Derek Notman: A Philosopher's Perspective on Navigating Fear
Derek Notman: A Philosopher's Perspective on Navigating Fear
Fear can be overwhelming and trigger anxiety. How can you navigate fear so that you are no longer running away from it, ... Read more
2 Mar 2022
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46mins
Improving Financial Advice with Derek Notman
Improving Financial Advice with Derek Notman
LifeBlood: We talked about improving financial advice, why the current model is flawed, a better way to deliver it, and ... Read more
28 Jan 2022
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21mins