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The Advisor Coach Podcast: Succeeding As A Virtual Financial Advisor

Successful virtual financial advisors

Success for financial advisors is becoming more reliant on the degree to which they are able to activate their marketing channels to provide value to their ideal client.

The rate at which the world is progressing digitally is something that financial advisors need to keep tabs on. The reality is that the client-advisor relationship’s hallmarked by the Baby Boomer era is becoming extinct. Whether your client is a Gen X, Y or Z, they are continuously adjusting their behaviours according to what technological advancements make their life easier.

Financial advisors cannot expect their ideal clients to feel secure in this often uncertain financial planning process, if they aren’t willing to speak the language their client prefers.

The Advisor Coach Podcast: How can we become successful financial advisors?

ideal client for financial advisors

Our founder Derek Notman, had the privilege of chatting to James Pollard on the Advisor Coach podcast at the beginning of March. They explored why and how financial advisors should make the transition to the virtual model.

You can listen to the podcast below. If you’re interested in what its like to make the transition and how it can benefit you, then download our Virtual Advisor Proclamation eBook here. If you want a light introduction to the Virtual Advisor System, we have a ton of blogs that will get you inspired to make the virtual transition.

 

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