Derek Notman awarded Rising Star Award and is Named a Finalist in the 2022 WealthManagement.com Industry Awards (Wealthies) for
- Innovator of the Year
- Thought Leader of the Year
(July 14, 2022) — Derek Notman, CFP® was named one of this year’s Rising Stars in the 2022 WealthManagement.com Industry Awards program. This new awards category recognizes 12 remarkable advisors and executives at RIA firms who have demonstrated vision, creativity, integrity, leadership and superior performance in making an impact on their firm and the industry in general during this past year.
Derek is the founder and CEO of Intrepid Wealth Partners, and RIA serving a niche client base, is the founder & CEO of Conneqtor, the financial advisor course $ training program empowering financial advisors to grow their financial service practices by using highly-effective strategies, and also founder & CEO of new fintech solution Couplr.
In addition to the Rising Star award Derek also has announced today that he has been named a Finalist in the 2022 WealthManagement.com Industry Award (the “Wealthies) for Innovator of the Year and Thought Leader of the Year.
“I’m so honored to have been named as a Rising Star and finalist for these prestigious awards from WealthManagement.com, it’s humbling to be among so many amazing people in our industry” said Derek Notman. “Reputable industry awards like these pay tribute to our hard work and urge us towards greater success by highlighting the various achievements within our industry.”
Now in its eighth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to the market that make a real difference to the daily activities of financial advisors. Winners will be announced on September 8th.
Per the WealthManagement.com announcement they received a record-breaking number of nominations: nearly 1,000 entries from more than 350 companies. In all, 225 organizations were selected as finalists in one or more categories by a panel of independent judges, made up of top names in the industry, who select the winners.
“The record-setting participation in our industry awards this year is a testament to the value firms continue to place in the Wealthies as their best opportunity of the year to enhance their reputation, increase their brand awareness and set their organization apart from the competition,” said William O’Conor, managing director of WealthManagement.com.
About Derek Notman
Derek was born in Ireland to a South African mother and German American father. He has a passion for world travel and adventure and believe it or not was actually compared to “The World’s Most Interesting Man”, although he’s not convinced he deserves it!
A few bits about Derek:
● Triple Citizen
● Delta Million Miler
● Husband and Father
● Car Enthusiast
● Aspiring Surfer
● Jumped out of a plane, willingly!
● 40 Under 40 Class of 2019
● Riskalyze Advisor Appreciation Award 2022
● Money Nerd
● Fintech Founder (Conneqtor & Couplr)
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. Named 2021 Neal Award Winner as Best Media Brand For Overall Editorial Excellence, WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
Herein is a link to another blog that was written by Bugy on how I like to question the status quo and have fun while doing it.