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
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.
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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
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
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
That Annuity Show, Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman
How to turn your practice into a Lamborghini What will become of physical spaces and places as the world continues to progress in the virtual
The Virtualization of Financial Advice – Embrace it or go Extinct
Brick & mortar financial advisors are going extinct. For as long as we can remember, financial advisors have been taught to have an office on
Virtual Financial Advisor Marketing: 3 Primary Areas of Focus for Facebook Ad Campaigns
With over 2.6 Billion monthly active users, Facebook is the most popular social media platform in the world. Virtual financial advisor or not, the majority
How to be a Virtual Advisor – NextGen Planners Podcast
Wondering how to be a virtual advisor? Although we have covered the topic of ‘how to be a virtual advisor’ in different ways to explore
