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The 21st Century Financial Advisor

A Blog Created for Financial Advisors by a Financial Advisor

Empowering the financial advisor of the 21st century with cutting-edge ideas, strategies, and tactics to make more money, work less, and have an amazing life-work balance.

Great Tips For How To Get Clients As A Financial Advisor Online

Great Tips For How To Get Clients As A Financial Advisor Online

With technology evolving at such an incredible rate, more business around the globe is being conducted digitally t

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Rethink: The Financial Advisor Podcast – Change Is Coming

Rethink: The Financial Advisor Podcast – Change Is Coming

What does it mean to be a financial advisor in the 21st century?  The industry is evolving and financial advisors

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Would You Like Fries With That Financial Advice?

Would You Like Fries With That Financial Advice?

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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Financial Advice in the 21st Century – What Do Financial Advisors & Clients Actually Want?

Financial Advice in the 21st Century – What Do Financial Advisors & Clients Actually Want?

For most financial advisors, the COVID-19 pandemic has proven to be the most unwelcome disruption that has affecte

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How To Build A Financial Advisory Practice Online

How To Build A Financial Advisory Practice Online

Key Point Summary As a financial advisor, you should consider adopting a virtual (or hybrid) approach to positioni

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Digital Marketing Best Practices for Financial Advisors

Digital Marketing Best Practices for Financial Advisors

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 Clients – Webinar Replay

How Thriving Financial Advisors Acquire & Work with Ideal Clients – Webinar Replay

How Thriving Financial Advisors Acquire & Work with Ideal Client – Webinar Replay It’s 2021 and th

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Health is Wealth for Financial Advisors

Health is Wealth for Financial Advisors

What if you could choose between unlimited wealth or perfect health? Which one would you pick? I asked my connecti

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The Advisor Coach Podcast: Succeeding As A Virtual Financial Advisor

The Advisor Coach Podcast: Succeeding As A Virtual Financial Advisor

Successful virtual financial advisors Success for financial advisors is becoming more reliant on the degree to whi

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Social Media Best Practices For Financial Advisors

Social Media Best Practices For Financial Advisors

By now, we all know the power of social media. Its influence is significant enough to sway elections, change buyin

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That Annuity Show, Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

That Annuity Show, Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman

How to turn your practice into a Lamborghini What will become of physical spaces and places as the world continues

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Going Virtual – The Value Of Being A Location Independent Financial Advisor

Going Virtual – The Value Of Being A Location Independent Financial Advisor

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 Isn’t Everything- Why We Need to Change Our Focus

Lead Generation For Financial Advisors Isn’t Everything- Why We Need to Change Our Focus

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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The Virtualization of Financial Advice – Embrace it or go Extinct

The Virtualization of Financial Advice – Embrace it or go Extinct

Brick & mortar financial advisors are going extinct. For as long as we can remember, financial advisors have b

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Best Practices & Tips for Financial Advisors When Working with A VA

Best Practices & Tips for Financial Advisors When Working with A VA

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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Client Acquisition Engine Live Webinar Replay – Lead Generation in a virtual world

Client Acquisition Engine Live Webinar Replay – Lead Generation in a virtual world

2020 Was everything we didn’t expect, and many advisors plunged into turmoil, unable to implement the 1985 c

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Virtual Financial Advisor Marketing: 3 Primary Areas of Focus for Facebook Ad Campaigns

Virtual Financial Advisor Marketing: 3 Primary Areas of Focus for Facebook Ad Campaigns

With over 2.6 Billion monthly active users, Facebook is the most popular social media platform in the world. Virtu

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How to Adopt a Virtual Sales Process for Your Remote Practice

How to Adopt a Virtual Sales Process for Your Remote Practice

At the start of 2020, companies and financial advisors were scheduling client dinners and booking business trips t

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Riskalyze x Conneqtor Lead Generation Webinar Replay

Riskalyze x Conneqtor Lead Generation Webinar Replay

Digital Marketing, Lead Generation, and Niches Digital marketing, lead generation and defining your niche are 3 of

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How Financial Advisors Can Develop a Compelling Online Experience

How Financial Advisors Can Develop a Compelling Online Experience

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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The Perks of Permanency and Flexibility on the Remote Advisory Model

The Perks of Permanency and Flexibility on the Remote Advisory Model

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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Mastering the Remote Digital Advice Delivery Experience – Asset-Map webinar replay

Mastering the Remote Digital Advice Delivery Experience – Asset-Map webinar replay

Our Founder, Derek Notman was fortunate enough to join fellow advisor turned entrepreneur, H. Adam Holt, for a rec

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Digital Marketing for Financial Advisors: Compliance Guidelines

Digital Marketing for Financial Advisors: Compliance Guidelines

When creating a digital marketing strategy, compliance is often a complicated issue for financial advisors, usuall

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Content Creation Tips for Financial Advisors

Content Creation Tips for Financial Advisors

Content is king. Yes, it sounds cliched, but in a digital world and especially in the realm of digital marketing,

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Running a Virtual Advisory Practice – Propulsion Podcast Ep.23

Running a Virtual Advisory Practice – Propulsion Podcast Ep.23

Building a business that embraces technology and the current state of global affairs is central to running a succe

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How to Drastically Reduce Your Overhead While Expanding Your Team as A Virtual Advisor

How to Drastically Reduce Your Overhead While Expanding Your Team as A Virtual Advisor

Arguably the best thing about transforming your financial planning practice into a virtual one is that your overhe

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How to be a Virtual Advisor – NextGen Planners Podcast

How to be a Virtual Advisor – NextGen Planners Podcast

Wondering how to be a virtual advisor? Although we have covered the topic of ‘how to be a virtual advisor

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Virtual Practice Management for Financial Advisors

Virtual Practice Management for Financial Advisors

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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How to Create a Mutually Beneficial Advisor-Client Relationship

How to Create a Mutually Beneficial Advisor-Client Relationship

In the age of instant gratification, Millennials and people from Generation Z are not your average clients. They w

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My Experience of Presenting at Riskalyze Fearless Week

My Experience of Presenting at Riskalyze Fearless Week

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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The Importance of Robust Digital Infrastructure for Financial Advisors in a Virtual World

The Importance of Robust Digital Infrastructure for Financial Advisors in a Virtual World

When I refer to a robust digital infrastructure, I am talking about the tools and strategic plan you’ll need

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Virtual Practice Management for Financial Advisors – The Advisor Lab

Virtual Practice Management for Financial Advisors – The Advisor Lab

Practice management for financial advisors is and always will be the process of equipping financial advisors with

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Riskalyze Session Replay: The Brick & Mortar Financial Advisor is Dead!

Riskalyze Session Replay: The Brick & Mortar Financial Advisor is Dead!

Long Live the Virtual Financial Advisor The wave of change has crested the financial services industry. The tradit

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How Technology is Transforming the Financial Advisory Practice

How Technology is Transforming the Financial Advisory Practice

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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How Becoming a Virtual Financial Advisor Keeps You Ahead of The Curve (Forever)

How Becoming a Virtual Financial Advisor Keeps You Ahead of The Curve (Forever)

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 Brick & Mortar Advisor is Dead. Long Live the Virtual Advisor

The Brick & Mortar Advisor is Dead. Long Live the Virtual Advisor

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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How to Build a 100% Virtual Financial Services Practice – The Virtual Advisor Series

How to Build a 100% Virtual Financial Services Practice – The Virtual Advisor Series

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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Adopting a Digital Financial Model – The Exponential Era Webcast

Adopting a Digital Financial Model – The Exponential Era Webcast

‘Staying ahead of the curve’; a phrase that has become the new normal as financial advisors from acros

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Lead Generation for Financial Advisors – Webinar Replay

Lead Generation for Financial Advisors – Webinar Replay

I have learned that Lead Generation for Financial Advisors is a tricky thing. After being asked by countless finan

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Building a Virtual Advisor System for Advisors – XY Adviser Podcast

Building a Virtual Advisor System for Advisors – XY Adviser Podcast

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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Serving Financial Advisors Around the World – CapIntel Webinar

Serving Financial Advisors Around the World – CapIntel Webinar

Conneqtor Serves Financial Advisors Around the World Building a successful virtual practice will become the norm f

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5 Tips for Becoming A Virtual Financial Advisor During & After the Covid-19 Pandemic

5 Tips for Becoming A Virtual Financial Advisor During & After the Covid-19 Pandemic

The COVID-19 pandemic has forced businesses of all kinds to rethink how they work and interact with clients, inclu

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Altruist’s Grow Episode 4: How to Grow a Virtual Advisor Business

Altruist’s Grow Episode 4: How to Grow a Virtual Advisor Business

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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How To Build A Financial Planning Practice Online

How To Build A Financial Planning Practice Online

To successfully build a financial planning practice online, you need to embrace the virtual model, at least in par

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7 Books Every Virtual Financial Advisor Needs to Read

7 Books Every Virtual Financial Advisor Needs to Read

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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Innovating Advice Podcast: Ditch The Status Quo. Become a Virtual Advisor

Innovating Advice Podcast: Ditch The Status Quo. Become a Virtual Advisor

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 and The Age of the Virtual Financial Advisor – Morningstar Podcast

Covid19 and The Age of the Virtual Financial Advisor – Morningstar Podcast

Covid19 has provided a unique opportunity for financial advisors to evolve, in a time when uncertainty is the norm

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Model FA Podcast: The Future of Financial Planning

Model FA Podcast: The Future of Financial Planning

I had the privilege of joining Patrick Brewer on the Model FA podcast earlier this month. As Covid19 continues the

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The Importance of Working Virtually in Today’s Modern Age – Webinar Replay

The Importance of Working Virtually in Today’s Modern Age – Webinar Replay

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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Virtual Advisors vs Traditional Financial Advisors With Michael Kitces

Virtual Advisors vs Traditional Financial Advisors With Michael Kitces

I was privileged enough to be invited to join Michael Kitces on his ‘Financial Advisor Success’ podcas

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Digital Marketing for Financial Advisors During Coronavirus

Digital Marketing for Financial Advisors During Coronavirus

Although the COVID-19 pandemic is a trying time for all industries, it has also brought billions of people togethe

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Remote Work in the Time of Corona

Remote Work in the Time of Corona

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 During the COVID-19 Pandemic

Lead Generation for Financial Advisors During the COVID-19 Pandemic

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

The Age of The Virtual Financial Advisor and COVID-19

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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