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:
- Linkedin: Adam Holt
- Final Rule: Investment Adviser Marketing by the Securities and Exchange Commission
- “The Financial Advisor 21st Century Movement Proclamation eBook” by Derek Notman
- Influence Accelerator Academy (Join for free!)
Connect With ProudMouth:
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
Connect With Me:
- Conneqtor
- LinkedIn: Derek Notman
- Twitter: Derek Notman
- YouTube: Derek Notman
- LinkedIn: Conneqtor
- Facebook: Conneqtor
- Listen & Subscribe to the Rethink Podcast
Best regards,
Derek Notman
