With technology evolving at such an incredible rate, more business around the globe is being conducted digitally t
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What does it mean to be a financial advisor in the 21st century? The industry is evolving and financial advisors
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By H. Adam Holt, CFP, ChFC and Derek N. H. Notman, CFP One of the things that we’ve officially starte
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For most financial advisors, the COVID-19 pandemic has proven to be the most unwelcome disruption that has affecte
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Key Point Summary As a financial advisor, you should consider adopting a virtual (or hybrid) approach to positioni
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Key Point Summary Our day-to-day lives are now unimaginable without the internet. It is the connection point for b
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How Thriving Financial Advisors Acquire & Work with Ideal Client – Webinar Replay It’s 2021 and th
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What if you could choose between unlimited wealth or perfect health? Which one would you pick? I asked my connecti
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Successful virtual financial advisors Success for financial advisors is becoming more reliant on the degree to whi
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By now, we all know the power of social media. Its influence is significant enough to sway elections, change buyin
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How to turn your practice into a Lamborghini What will become of physical spaces and places as the world continues
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Helping clients with their financial planning from a sandy beach in South Africa may sound too good to be true, bu
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Lead generation for financial advisors, ugh, where do I begin? As advisors, we need to get the nagging voice out o
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Brick & mortar financial advisors are going extinct. For as long as we can remember, financial advisors have b
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Building a team of virtual assistants is one of the best business decisions I ever made. I was tired of the high c
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2020 Was everything we didn’t expect, and many advisors plunged into turmoil, unable to implement the 1985 c
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With over 2.6 Billion monthly active users, Facebook is the most popular social media platform in the world. Virtu
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At the start of 2020, companies and financial advisors were scheduling client dinners and booking business trips t
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Digital Marketing, Lead Generation, and Niches Digital marketing, lead generation and defining your niche are 3 of
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So here we are, about ten months into a global health emergency. Over the better part of a year, we have seen enti
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As I write this, almost 60% of the workforce in the United States of America has the option of remote work in thei
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Our Founder, Derek Notman was fortunate enough to join fellow advisor turned entrepreneur, H. Adam Holt, for a rec
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When creating a digital marketing strategy, compliance is often a complicated issue for financial advisors, usuall
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Content is king. Yes, it sounds cliched, but in a digital world and especially in the realm of digital marketing,
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Building a business that embraces technology and the current state of global affairs is central to running a succe
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Arguably the best thing about transforming your financial planning practice into a virtual one is that your overhe
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Wondering how to be a virtual advisor? Although we have covered the topic of ‘how to be a virtual advisor
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Now that you are embracing the virtual financial advisor model, you are going to need to equip yourself with a few
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In the age of instant gratification, Millennials and people from Generation Z are not your average clients. They w
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We are currently in a global megatrend, and as financial advisors, we have no choice to evolve and embrace this ch
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When I refer to a robust digital infrastructure, I am talking about the tools and strategic plan you’ll need
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Practice management for financial advisors is and always will be the process of equipping financial advisors with
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Long Live the Virtual Financial Advisor The wave of change has crested the financial services industry. The tradit
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COVID-19 has forced us all into an experiment. A “virtual” experiment where all of us had to go digital. We
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During the COVID-19 Pandemic, most businesses have struggled to survive. There are so many that rely on in-person
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The world is changing so rapidly that soon Google will tell you what you’re going to eat for dinner without
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What does the future of financial services look like and what can financial advisors do to help create, as well as
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‘Staying ahead of the curve’; a phrase that has become the new normal as financial advisors from acros
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I have learned that Lead Generation for Financial Advisors is a tricky thing. After being asked by countless finan
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Founder of Conneqtor, Derek Notman chats to Clayton from XY Adviser about how and why he built a virtual advisor s
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Conneqtor Serves Financial Advisors Around the World Building a successful virtual practice will become the norm f
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The COVID-19 pandemic has forced businesses of all kinds to rethink how they work and interact with clients, inclu
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Want to learn how to grow a virtual advisor business? You’re in the right place! Altruist Corp is most famou
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To successfully build a financial planning practice online, you need to embrace the virtual model, at least in par
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As a virtual financial advisor, there are 7 books you simply have to read. With the times we currently find oursel
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Virtual models of working are becoming more important, as the world continues to makes sense of what the future lo
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Covid19 has provided a unique opportunity for financial advisors to evolve, in a time when uncertainty is the norm
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I had the privilege of joining Patrick Brewer on the Model FA podcast earlier this month. As Covid19 continues the
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I hosted this webinar just before most of the world went into complete lockdown. It was incredibly to see so many
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I was privileged enough to be invited to join Michael Kitces on his ‘Financial Advisor Success’ podcas
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Although the COVID-19 pandemic is a trying time for all industries, it has also brought billions of people togethe
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As I briefly covered in my last article, remote work is the way to go during this global pandemic. COVID-19 has sh
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Lead generation for financial advisors in an online space requires an overhaul of your approach to communication a
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The Age of The Virtual Financial Advisor and COVID-19 As we wrestle with a new way of life or try our best to adap
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