Long Live the Virtual Financial Advisor
The wave of change has crested the financial services industry. The traditional financial advisor has to learn to ride it, or be crushed by it.
As financial advisors begin to navigate the inflection point that was catalyzed by the COVID-19 pandemic, its imperative that we as an industry begin to not only acknowledge, but embrace the fact that technology has evolved to a point where our ideal clients are beginning to expect a different, more streamlined service from us.
Our founder, Derek Notman, was privileged enough to present at this years Riskalyze #Fearless Week last week. In future fashion, this year Riskalyze had no other choice, but to embrace a virtual alternative to their regular conference format, which actually made the conference more accessible to advisors across the globe.
View Derek’s session below:
Riskalyze Virtual Conference Agenda
- The Financial Advisor of the Future.
- Why does any of this matter?
- Who is Derek Notman?
- A global megatrend.
- The consumer has evolved.
- The financial advisor is stuck in 1985,
- How Conneqtor is empowering advisors.
What can financial advisors do right now?
It might seem like we are just throwing around a bunch of concepts and telling you to accept them. No, we are just introducing you to a very apparent reality and want you to know that the solutions are with in virtual reach. These changes were already underway, COVID-19 simply sped them up. Advisors must evolve along with the rest of the world.
If you want to know more about what it means to adopt a (semi) virtual financial advisor model, then we highly recommend downloading and starting with our free e-book. It is for lack of a better phrase, a virtual step in the right direction.
If you’d like to chat more about what Conneqtor can do for you, please do not hesitate to get in touch.
Thank you!
Cheers,
Derek Notman
