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.
The academy provides a cohort environment for advisors to know and grow together. You can learn more about it here.
Watch this video to learn more about what Conneqtor is and how the cohort academy is empowering advisors.
