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 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

Lead generation for financial advisors

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!

Cheers,

Derek Notman

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

innovating advice podcast finding your ideal client

Virtual models of working are becoming more important, as the world continues to makes sense of what the future looks like in a post Covid19 world.

I was privileged enough to feature on episode 27 of the Innovating Advice podcast with Kate Holmes. The episode was titled ‘Ditch The Status Quo And Build Your Ideal Life and Business’.

virtual advisor working and learning remotely

How virtual advisors can build an ideal life and business

When it comes to embracing the virtual model, building trust online can seem daunting but there are certain tools financial advisors can use to grow their business. 

Kate and I discussed how the Virtual Advisor System gives brick-and-mortar financial planners a turnkey solution to making the transition to 100% virtual practice.

CFA’s who are transitioning to the virtual advisor model are experiencing a new normal in terms of ideal life and business. Less overhaul, more revenue, and more time with your family, as well as the ability to work anywhere in the world.

Key takeaways for virtual advsors: Episode 27 of Innovating Advice

  • The benefits of working remotely.
  • Why advisors are hesitant to change, and how they can overcome this.
  • Building trust online.
  • Being the example that resonates with the client: Establishing an awesome life and work balance.
  • How to define your ideal client.
  • The importance of having a strong digital footprint.
  • Deciding what platforms and tools to use.
  • How to provide value through your digital communications.
  • How the Virtual Advisor System can work for you.
  • The most effective apps and tools to enhance your productivity.
  • The importance of focusing on the positive.

I highly recommend you have a listen if you’re a financial advisor wanting to make the transition to a semi or fully virtual model.

If you want to know more about how the Virtual Advisor System can work for you, then download my free e-book here or contact me today.

My purpose is to make sure that virtual advisors feel supported was we navigate this scary new world.

Model FA Podcast: The Future of Financial Planning

model fa podcast season 3 episode 6

I had the privilege of joining Patrick Brewer on the Model FA podcast earlier this month. As Covid19 continues the shape the way various industries either transform, we dove deeply into what Conneqtor. Our conversation focussed on how offerings like the Virtual Advisor System and the Model FA accelerator are the future.

What is the Model FA?

Model FA like the Virtual Advisor System was created to support financial advisors. With a focus on helping advisors grow sustainable businesses, increase their brand awareness, and provide meaningful value to clients, Patrick has built a community for advisors, by advisors.

Season 3 Episode 6: What is the Virtual Advisor System?

In this episode we discuss how the Virtual Advisor System was created to empower advisors to not only grow, but make the transition to a 100% virtual financial practice.

We covered how the Virtual Advisor System helps advisors:

  • Connect and bring value to clients independent of any physical location.
  • Leverage the power of digital marketing to generate leads in new ways.
  • Leverage virtual tools and systems to maintain meaningful client relationships.

Patrick and I also shared views on how to connect meaningfully with clients entirely remotely, while building a virtual financial practice.

I’m very grateful to have featured on the Model FA podcast, because now more advisors will be exposed to the Virtual Advisor System. Huge shout out to Patrick Brewer and the Model FA Podcast team for hosting me.

You can listen to the full podcast here or get in touch with me on how you can make your practice 100% virtual today.

 

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 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

the importance of working virtually

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

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.

 

Remote Work in the Time of Corona

remote work on the go

As I briefly covered in my last article, remote work is the way to go during this global pandemic. COVID-19 has shown us that working from home is possible for multiple industries and businesses. All you really need is the right infrastructure and digital footprint and the world is your oyster!

I’ve been a Virtual Financial Advisor for 6+ years now and have found so many benefits to working online. Adapting my brick and mortar approach to the online space has made my business flourish.

According to Forbes, some studies show that there has been a drop in productivity as the world embraces the remote work model, but this is because we’re amid a pandemic and because friends and family are at home with you. At this moment, it’s natural to feel overwhelmed, scared, and even distracted.

There are ways to get around this, though. Here are some tips for staying productive if you are new to remote work.

3 simple tips for remote work

  1. If you’re doing administrative work, try to add a deliberate distraction. For instance, listening to classical music with headphones. By blocking yourself out from the rest of the world (and your family), you can get a lot more done. Or even better, outsource it to a virtual assistance who probably can do it better than you and is a fraction of the cost of hiring a traditional staff member.
  2. Take a moment or two throughout the day to get lost in your thoughts – something unrelated to the task at hand; this is known to refresh focus – like stepping outside the office for 5 minutes. Take a brisk walk to get the blood flowing, take in some deep breaths of fresh air, and then get back to work and crush it!
  3. Another way to take a break and boost activity is by making yourself a cup of your favorite brew. Taking a coffee break isn’t just about taking a few minutes away from your work task, but caffeine actually improves physiological arousal and less inclination to be distracted.

Now that you know how to be more productive and maintain your concentration levels while working from home let us look at some of the benefits of remote work.

how to work remotely from anywhere

4 Benefits of remote work

In the financial services industry, more and more financial advisors are embracing the remote (virtual) model as clients’ needs, wants, and expectations change with the times.

There are many benefits to remote work, here are 4 reasons:

1.   You’ll save on fixed expenses

You will save a considerable amount by not having to pay for the fixed costs that usually come with running a traditional brick & mortar financial planning practice. Think office space, employee salaries and of course, commuting to meet with clients. These savings (amounting to thousands of dollars a month) can be reinvested into your business through more budget for marketing, or even be profit in your pocket!

2.   You can meet with clients anywhere in the world, for free

Yip, that’s right! There are countless free online apps for video conferencing, and with remote work, you can meet with your clients regardless of their location. As a result, you expand your reach into a global market – giving you the opportunity to make more money and gain more experience regardless of your physical location or theirs!

3.   You can work on your own time

When running a traditional office space, you usually have to be there from open to close. The beauty of remote work is that you can run your own schedule, affording yourself a better life/work balance in the process. It also means that you choose when to serve your clients. If you have something personal to attend to, or simply feel like going for a jog, or surf, you can.

4.   There are brilliant online tools that facilitate remote work

From Skype, G Suite, and FreeConferenceCall, to Conneqtor and Trello, there are incredible tools and systems to help you take your financial planning practice online. You can communicate, stay organized, and thrive by using the right tools for you.

So, besides the fact that we’re going through difficult times at the moment, remote work makes sense in general.  It did before the pandemic and will after. The tools are available, and it’s what the new generation of clients require.

Will you be left behind, or embrace working remotely and become more successful and happier than you’ve ever been?

If you’d like more insight on how to become a Virtual Financial Advisor, get in touch with us at Conneqtor, or download our free e-book for an introduction on how our virtual advisor system can help you take your business online.

work from anywhere in the world with these online tools

Thanks for reading!

Cheers,

Derek