‘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 find more ideal clients in a pandemic stricken world.
Beyond the notion of ‘staying ahead of the curve’, what does this concept mean for advisors and how can financial advisors evolve from the traditional bricks-and-mortar setup to not only survive, but thrive in the new world?
The answer? Adopting a digital financial model for your financial practice!
Adopting a Digital Financial Model
Conneqtor founder, Derek Notman recently had the privilege of featuring on the Exponential Era webcast hosted by David Espindola and Michael Wright recently.
The webcast focussed on how adopting a digital financial model allows financial advisors to thrive in a post-COVID world. Since taking his practice virtual in 2013, Derek has been able to:
- Establish an incredible life-work balance.
- Generate more ideal clients from virtually anywhere in the world.
- Increase revenue, while managing risk.
What makes this so possible in a post-COVID world? The consumer is now consuming more virtual content than ever, and feel more comfortable building relationships virtually.
Derek didn’t want to be a slave to his business and believes that every financial advisor should be able to enjoy this reality. Since there was no roadmap for the journey he embarked on in 2013, it took him a while to figure it out. Fast forward to today and Derek is enjoying the spoils of what Conneqtor has to offer and more.
Watch The Exponential Era Webcast by Intercepting Horizons below and dive deep into Derek’s journey as a virtual financial advisor and how COVID-19 affected his business: