Financial Advisor Blog
Created for Financial Advisors by a Financial Advisor
Empowering the financial advisor of the future with cutting-edge ideas, strategies, and tactics to make more money, work less, and have an amazing life-work balance.
2020 Was everything we didn’t expect, and many advisors plunged into turmoil, unable to implement the 1985 c
Read MoreWith over 2.6 Billion monthly active users, Facebook is the most popular social media platform in the world. Virtu
Read MoreAt the start of 2020, companies and financial advisors were scheduling client dinners and booking business trips t
Read MoreDigital Marketing, Lead Generation, and Niches Digital marketing, lead generation and defining your niche are 3 of
Read MoreSo here we are, about ten months into a global health emergency. Over the better part of a year, we have seen enti
Read MoreAs I write this, almost 60% of the workforce in the United States of America has the option of remote work in thei
Read MoreOur Founder, Derek Notman was fortunate enough to join fellow advisor turned entrepreneur, H. Adam Holt, for a rec
Read MoreWhen creating a digital marketing strategy, compliance is often a complicated issue for financial advisors, usuall
Read MoreContent is king. Yes, it sounds cliched, but in a digital world and especially in the realm of digital marketing,
Read MoreBuilding a business that embraces technology and the current state of global affairs is central to running a succe
Read MoreArguably the best thing about transforming your financial planning practice into a virtual one is that your overhe
Read MoreWondering how to be a virtual advisor? Although we have covered the topic of ‘how to be a virtual advisor
Read MoreNow that you are embracing the virtual financial advisor model, you are going to need to equip yourself with a few
Read MoreIn the age of instant gratification, Millennials and people from Generation Z are not your average clients. They w
Read MoreWe are currently in a global megatrend, and as financial advisors, we have no choice to evolve and embrace this ch
Read MoreWhen I refer to a robust digital infrastructure, I am talking about the tools and strategic plan you’ll need
Read MorePractice management for financial advisors is and always will be the process of equipping financial advisors with
Read MoreLong Live the Virtual Financial Advisor The wave of change has crested the financial services industry. The tradit
Read MoreCOVID-19 has forced us all into an experiment. A “virtual” experiment where all of us had to go digital. We
Read MoreDuring the COVID-19 Pandemic, most businesses have struggled to survive. There are so many that rely on in-person
Read MoreThe world is changing so rapidly that soon Google will tell you what you’re going to eat for dinner without
Read MoreWhat does the future of financial services look like and what can financial advisors do to help create, as well as
Read More‘Staying ahead of the curve’; a phrase that has become the new normal as financial advisors from acros
Read MoreI have learned that Lead Generation for Financial Advisors is a tricky thing. After being asked by countless finan
Read MoreFounder of Conneqtor, Derek Notman chats to Clayton from XY Adviser about how and why he built a virtual advisor s
Read MoreConneqtor Serves Financial Advisors Around the World Building a successful virtual practice will become the norm f
Read MoreThe COVID-19 pandemic has forced businesses of all kinds to rethink how they work and interact with clients, inclu
Read MoreWant to learn how to grow a virtual advisor business? You’re in the right place! Altruist Corp is most famou
Read MoreTo successfully build a financial planning practice online, you need to embrace the virtual model, at least in par
Read MoreOk, so you’re entertaining the idea of transforming yourself into a virtual financial advisor? Good! Are you
Read MoreAs a virtual financial advisor, there are 7 books you simply have to read. With the times we currently find oursel
Read MoreVirtual models of working are becoming more important, as the world continues to makes sense of what the future lo
Read MoreCovid19 has provided a unique opportunity for financial advisors to evolve, in a time when uncertainty is the norm
Read MoreI had the privilege of joining Patrick Brewer on the Model FA podcast earlier this month. As Covid19 continues the
Read MoreI hosted this webinar just before most of the world went into complete lockdown. It was incredibly to see so many
Read MoreI was privileged enough to be invited to join Michael Kitces on his ‘Financial Advisor Success’ podcas
Read MoreAlthough the COVID-19 pandemic is a trying time for all industries, it has also brought billions of people togethe
Read MoreAs I briefly covered in my last article, remote work is the way to go during this global pandemic. COVID-19 has sh
Read MoreLead generation for financial advisors in an online space requires an overhaul of your approach to communication a
Read MoreThe 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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