Empowering the financial advisor of the 21st century with cutting-edge ideas, strategies, and tactics to make more money, work less, and have an amazing life-work balance.
There’s no doubt that organic social media remains one of the most powerful tools in the arsenal of a financial advisor. While Facebook’s organic reach continues to decline as its algorithm continues to evolve, there are still strategies in place that can help financial advisors boost their brand profile, but is Facebook the right platform for you? Facebook has its …
“The luxuries of one generation will become the necessities of the next.” This phrase sound familiar to you? I’m sure you have – now consider this… How does this relate to the financial industry? In this episode, Adam Holt & I rethink the financial industry in terms of luxuries versus necessities. We examine how services that were seen as luxuries …
How A [More] Digital Practice Aids In Succession Planning As a digital (virtual) financial advisor pioneer, myself, I’ve been through the “building a practice” ringer since entering the financial services industry in 2006. Although I experienced a high level of success early on, which I attribute to the philosophy of “do what is right for my clients, and eventually, I …
With the world seemingly turned upside down since the advent of the pandemic, businesses from across the globe have been rapidly shifting to a digital landscape in an effort to sustain their operational models. Social media strategy has played a large part in this digital transformation, and as a result, many financial advisors have struggled to adapt. Sound familiar? Deviating …
Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he moved away from the brick and mortar practice to build a virtual powerhouse practice to thrive in the 21st century. When it comes to the virtualization of financial advice, the first thing that comes to mind is the move …
Everything that Conneqtor is and always will be rests on the basis of technological change. The reality is that technology is progressing quicker than we can keep up. This means that, even if we could produce a different software or device everyday, a new one would be ready to replace it, so how do we navigate this reality? In the …
As a virtual advisor trying to maintain a healthy work-life balance, have you ever thought if there is a better way? If so, then this is the podcast you need to listen to! In this episode, I talk to Matt Halloran about how to build a virtual practice that keeps you from overworking yourself, while helping you explore your passions …
Financial advisors have been caught between a rock and a hard place since the pandemic infiltrated and caused disruption of epic proportions. Whilst many financial advisory companies had begun to adopt newer technologies in an effort to adapt to a more digital landscape, nothing could have prepared them for the seismic shift that occurred in the past 18 months. Traditional …
What does it mean to be a financial advisor in the 21st century? The industry is evolving and financial advisors and clients all require something more, something different. In this podcast, we examine the change and pick apart the status quo, questioning (rethinking) everything. This is Rethink: The Financial Advisor Podcast In our very first episode, meet your hosts, Adam …
By H. Adam Holt, CFP, ChFC and Derek N. H. Notman, CFP One of the things that we’ve officially started examining in Rethink. -The Financial Advisor Podcast is contemplating many of the aspects of our profession. Our early conclusion is that many of our industry traditions need to be reevaluated. The premise of Rethink was to challenge and …
For most financial advisors, the COVID-19 pandemic has proven to be the most unwelcome disruption that has affected how they conduct business. In an instance, the usual ways of doing things were brought to a sudden stop and financial advisors appear to be slow off the blocks in adapting to these changes. Whilst the exponential development of technology has enabled …
Key Point Summary As a financial advisor, you should consider adopting a virtual (or hybrid) approach to positioning yourself as a leader and resource to your potential and current clients. Nurturing personal client relationships to form meaningful human connections and provide specialized advice in the digital age is more than possible, it’s the expectation. The virtual realm can offer more …
