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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 business model for financial advisors?

If so, then this is the podcast you need to listen to!

In this episode, I talk to Matt Halloran about how to build a virtual practice that keeps you from overworking yourself, while helping you explore your passions and while elevating the client experience. I also discuss a few proven digital marketing strategies to help you thrive without having to worry about compliance.

To summarize, in this podcast, we cover the virtual business model for financial advisors:

  • The importance being advice-driven, instead of being product-driven
  • Why you no longer need the added expensive of an office to help grow your practice
  • The infrastructure you need to help avoid burnout and succeed in the virtual landscape
  • Great tips that are easy to follow for hitting digital home runs in the 21st century
  • And much more

Here are the resources we’ve tapped into for this episode:  

Connect With ProudMouth:

Connect With Me:

 

Best regards,
Derek Notman

The Virtual Business Model: Growing Your Practice in the 21st Century With Derek Notman

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