‘Staying ahead of the curve’; a phrase that has become the new normal as financial advisors from across the world search for new ways to find more ideal clients in a pandemic stricken world.
Beyond the notion of ‘staying ahead of the curve’, what does this concept mean for advisors and how can financial advisors evolve from the traditional bricks-and-mortar setup to not only survive, but thrive in the new world?
The answer? Adopting a digital financial model for your financial practice!
Adopting a Digital Financial Model
Conneqtor founder, Derek Notman recently had the privilege of featuring on the Exponential Era webcast hosted by David Espindola and Michael Wright recently.
The webcast focussed on how adopting a digital financial model allows financial advisors to thrive in a post-COVID world. Since taking his practice virtual in 2013, Derek has been able to:
Establish an incredible life-work balance.
Generate more ideal clients from virtually anywhere in the world.
Increase revenue, while managing risk.
What makes this so possible in a post-COVID world? The consumer is now consuming more virtual content than ever, and feel more comfortable building relationships virtually.
Derek didn’t want to be a slave to his business and believes that every financial advisor should be able to enjoy this reality. Since there was no roadmap for the journey he embarked on in 2013, it took him a while to figure it out. Fast forward to today and Derek is enjoying the spoils of what Conneqtor has to offer and more.
I have learned that Lead Generation for Financial Advisors is a tricky thing.
After being asked by countless financial advisors how I bring in new clients all while working virtually I knew I was on to something. Thus, I created the InboundSalesMachine webinar to share my journey as a virtual advisor and what I created to help advisors generate inbound leads without every having to cold call or meet in person again.
Inbound Sales Machine Lead Generation
Join me as I share my virtual journey with almost 100 advisors from around the world for this second live event. I talk about what I learned the hard way, the myths I busted as I built my virtual business, how I made 7 figures working virtually, and hold a live Q&A at the end!
The Inbound Sales Machine webinar replay takes a deep dive into my journey, covers inbound lead generation, and why I created The Virtual Advisor System for advisors to dominate in our digital world.
Watch the entire replay and if can tell me what area of the country I recorded this event I will extend you the special offer from the webinar, just send me a note and I will make it happen!
Derek sat down with James Rockwood from CapIntel to explore how financial advisors came make the transition to the virtual model and how they can successfully build a virtual financial practice.
As advisors battle with the future of growing their business in a post-pandemic world, Conneqtor’s virtual advisor system provides a gateway to becoming a Next Gen advisor. Next Gen advisors are not only able to survive, but have the knowledge and tools at their fingertips to thrive amidst, and after global pandemics like COVID-19. CapIntel is one such tool!
What is Capintel?
Much like Conneqtor, Capintel exists to empower advisors. CapIntel do this by providing a market leading sales platform that allows advisors to compare client portfolios and investments with ease. The ability to do this, coupled with the infrastructure to produce world-class proposals has resulted in advisors selling 50% more of their assets compared to advisors who don’t use the CapIntel system!
Taking Your Practice Digital
In this webinar Derek covers the hows and why’s involved in going virtual including:
The first step financial advisors need to take to go virtual.
Building and leveraging a robust digital footprint in a post COVID world that allows you to find more ideal clients and better service existing ones.
The possibility of a semi-virtual vs fully-virtual model.
The biggest lessons Derek wish he had under his belt when he went virtual in 2013.
I hosted this webinar just before most of the world went into complete lockdown. It was incredibly to see so many advisors ready to begin working virtually. The webinar focussed on the challenges we face when clinging onto the working model of the old school advisor, otherwise known as the brick and mortar model.
The Importance of the Virtual Model Today and in The Future
I explored the importance of working virtually completely as well as from a semi-virtual model, with over 100 advisors. We were all able to understanding the benefits of a virtual or semi-virtual model today and for the future.
I created this webinar to introduce the virtual model and the Virtual Advisor System. It was made for financial advisors, by an active financial advisor so that we can succeed in what already is ‘the new world’.
Common questions about working virtually
The Virtual Advisor System is a turn-key solution that will empower financial advisors with a virtual framework.
The virtual model is the wave of the future for financial advisors. Covid19 has made that wave bigger and faster. This webinar will ensure that financial advisors can catch that wave with ease and ride it in style.
Want to learn how to ride the virtual wave? Lets make it happen right here.