Conneqtor

How to be a Successful Financial Advisor in the 21st Century

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How to be a Successful Financial Advisor in the 21st Century eBook

A vital read teaching financial advisors how to evolve & thrive in the digital world while realizing an amazing life-work balance

“I created this special eBook to help financial advisors by sharing my own journey as an advisor.  What I’ve learned, my thoughts on the future of our industry, and what you can do to find the success you desire.  It’s a vital read for financial advisors looking to grow, acquire more ideal clients, thrive in a digital world, and have an amazing life-work balance.” – Derek Notman, Virtual CFP®

What you'll learn in the How to be a Successful Financial Advisor in the 21st Century eBook

The story of one of the first 21st century advisors

Learn key insights from our founder who went virtual back in 2013 and has been generating more revenue, with less overhead and having more family time ever since.

Learn how to acquire more ideal clients

The brick and mortar office is obsolete! Learn how the power of adopting the 21st century model allows you to exponentially acquire more ideal clients while significantly reducing overhead.

Why financial advisors must evolve or go extinct

Working like it is 1985 simply does not work in the digital world we live in. The rest of the world has evolved, now it is the financial advisors turn.

A life/work balance like never before

Learn how 21st century advisors are able to work less hours, earn more revenue and never miss a moment with their family while living the life of their dreams.

Have questions about Conneqtor before purchasing?

Book a 15 minute Q&A meeting with Derek Notman to ask all of your questions.