THE BRIEF
Derek Notman is a virtual CFP® and virtual financial advisor who is making virtual practice management accessible to financial advisors across the globe as society continues to progress within the digital space. Amidst the COVID-19 pandemic Derek’s focus shifted towards providing free virtual seminars to give financial advisors an opportunity to learn more about the importance of evolving as an advisor and embracing the virtual model. He needed a way of driving relevant traffic to the webinar to increase sign ups.
