According to a survey by CNBC, 99% of Americans don’t use a financial advisor for various common reasons such as lack of trust, transparency, or they’re under the impression that it may just cost them too much. The survey reflects a global sentiment towards financial advisors. However, we can fix it. Before we jump into the solution, let us first …

I’m so excited to share that my blog has been featured in the Top 100 Financial Advisor Blogs and Websites by Feedspot. What is Feedspot? Feedspot It is a content reader tool that curates content in various industries from multiple sources into one feed so that you can stay up to date and informed with the latest news and information. …

As financial advisors, it’s imperative to decipher how to generate more leads — do you create an online presence or cold-call prospective clients? In this episode, Adam Holt & I rethink the idea of lead prospecting in the financial industry and how digital marketing could change what has been the norm. Adam and I also cover how digital marketing is able …

The recent conclusion of one of the premier fintech events in the wealth management industry, AdviceTechLive, proved to be a resounding success with hundreds of eager attendees soaking up valuable tips, advice and guidance on technology options from renowned industry experts. Asset Map took the lead in hosting this pro-bono event in mid-August in support of the Foundation for Financial …

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 …