Improving Financial Advice – A LifeBlood Podcast
How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial
THE 21st CENTURY FINANCIAL ADVISOR BLOG
THE 21st CENTURY 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.
Category: Podcast
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 to embrace the virtual
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
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
Running a Virtual Advisory Practice – Propulsion Podcast Ep. 23
Building a business that embraces technology and the current state of global affairs is central to running a successful virtual financial advisory practice. Our founder,
Virtual Practice Management for Financial Advisors – The Advisor Lab
Practice management for financial advisors is and always will be the process of equipping financial advisors with the tools and processes required to not only
Adopting a Digital Financial Model – The Exponential Era Webcast
‘Staying ahead of the curve’; a phrase that has become the new normal as financial advisors from across the world search for new ways to
Building a Virtual Advisor System for Advisors – XY Adviser Podcast
Founder of Conneqtor, Derek Notman chats to Clayton from XY Adviser about how and why he built a virtual advisor system for advisors that acts
Innovating Advice Podcast: Ditch The Status Quo. Become a Virtual Advisor
Virtual models of working are becoming more important, as the world continues to makes sense of what the future looks like in a post Covid19
COVID-19 and The Age of the Virtual Financial Advisor – Morningstar Podcast
COVID-19 has provided a unique opportunity for financial advisors to evolve, in a time when uncertainty is the norm. One thing is certain – we
