Derek is the Founder at Conneqtor and the Founder/CEO at Intrepid Wealth Partners. He chats with Louis about becoming a Virtual CFP and how he moved away from the brick and mortar practice to build a virtual powerhouse practice to thrive in the 21st century.
When it comes to the virtualization of financial advice, the first thing that comes to mind is the move from a traditional practice to something with a modern touch. The reality is, to a certain degree, the brick and mortar financial practice is in a state of transition. This transition can be described as the death of the traditional brick and mortar practice, and the rebirth of what can be adequately described as a hybrid model.
This transition comes down to two factors: Financial advisors need to embrace a more robust digital framework to meet the needs of modern day clients, while still satisfying the human desire for in-person contact.
Conneqtor founder, Derek Notman joined South African XY podcast host, Louis about his transition away from a brick & mortar practice and his rise as a virtual CFP.
Sign in to listen to the podcast here.
How to become a Virtual Advisor and Transition from the Brick and Mortar Practice
The Conneqtor On-Demand Academy provides financial advisors with a framework to transition from the limitations of a brick and mortar practice with a hybrid model approach to integrating a robust digital infrastructure.
Watch this video to learn more about what Conneqtor is and how the cohort academy is empowering advisors.