Join host Charlie Van Derven as he chats with Derek Notman about life, work, and the pursuit of happiness in the financial industry. From surfing Lake Michigan to the importance of work-life balance, Charlie and Derek cover a lot of ground in this laid-back conversation. Derek shares his experience of going independent and how it has allowed him to pursue his passions beyond just serving clients. Along the way, they touch on topics such as the challenges of being a holistic advisor, the pitfalls of production requirements, and the importance of building a scalable practice that works for you.
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