Founder of Conneqtor, Derek Notman chats to Clayton from XY Adviser about how and why he built a virtual advisor system for advisors that acts as a gateway to becoming a Next Gen advisor.
Listen to the podcast for free while you get your day started or are doing those mindless admin tasks via Apple iTunes, Sticher, Spotify or just press play on the YouTube video above.
Build a Virtual Advisor System for Financial Advisors
Since 2013 Conneqtor founder, Derek Notman has conducted business as a financial advisor entirely virtually which has allowed him to generate more revenue, while reducing overhead and risk. Going virtual has resulted in an incredible life-work balance and an ability to exceed his personal hopes and dreams.
Below are links to key pieces of literature about the virtual financial system that allows advisors to easily go virtual, scale their business and find their ideal client with a 24/7 lead generation potential:
5 Tips for Becoming A Virtual Financial Advisor During & After the Covid-19 Pandemic
How To Build A Financial Planning Practice Online
The Age of The Virtual Financial Advisor and COVID-19
What is XY Adviser?
XY Adviser describes itself as the social network for financial advisors. In honor of the evolution of financial advice and empowering advisors with the technology they need to scale their business, XY Adviser allows advisers to:
- Exchange ideas between their peers on delivering the most useful financial advice, while mitigating any spam or advisor to advisor promotion.
- Engage with their peers in a safe and respectable environment.
- Develop a client-centric approach that is practical, helpful and beyond reproach.
You can view Derek’s XY profile here.