Conneqtor

THE 21st FINANCIAL ADVISOR BLOG

THE 21st FINANCIAL ADVISOR BLOG

Created for Financial Advisors by a Financial Advisor

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.

paid digital marketing for financial advisors
September 21, 2021

Paid Digital Marketing for Financial Advisors Part 2: Bang For Your Buck

There’s no doubt that organic social media remains one of the most powerful tools in the arsenal of a...
financial advice in the 21st century
September 3, 2021

Rethink: The Financial Advisor Podcast – Financial Advice a Luxury or Necessity?

“The luxuries of one generation will become the necessities of the next.” This phrase sound familiar to you? I’m...
the key to succession planning for financial advisors
August 18, 2021

Succession Planning for Financial Advisors in a Digital World

How A [More] Digital Practice Aids In Succession Planning As a digital (virtual) financial advisor pioneer, myself, I’ve been...

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paid digital marketing for financial advisors

Paid Digital Marketing for Financial Advisors Part 2: Bang For Your Buck

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 …

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financial advice in the 21st century

Rethink: The Financial Advisor Podcast – Financial Advice a Luxury or Necessity?

“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 …

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the key to succession planning for financial advisors

Succession Planning for Financial Advisors in a Digital World

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 …

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online marketing of financial services for virtual financial advisors

Paid Digital Marketing for Financial Advisors Part 1: Is It Really Worth the Money?

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 …

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xy podcast virtual advisor brick and mortar

XY PODCAST: Becoming a Virtual Advisor & The Move Away From The Brick and Mortar Practice.

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 …

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robo advisor vs human advisor

ReThink Podcast: Human Advisor vs Robo-Advisor

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 …

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Exploring the virtual business model of the 21st century

The Virtual Business Model: Growing Your Practice in the 21st Century

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 …

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prospecting for financial advisors

Post-Pandemic Prospecting & Marketing For The 21st-Century Financial Advisor

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 …

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financial advisor in the 21st century

Rethink: The Financial Advisor Podcast – Change Is Coming

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 …

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The future of financial advice

Would You Like Fries With That Financial Advice?

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 …

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Financial advice in the 21st century

Financial Advice in the 21st Century – What Do Financial Advisors & Clients Actually Want?

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 …

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Building a Financial Advisory Practice Online

How To Build A Financial Advisory Practice Online

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 …

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