virtual advisor can work from anywhere in the world

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. One thing is certain – we are truly in the age of the virtual financial advisor.

I was privileged enough to have featured on the Morningstar podcast in early April 2020. The first question Drew Carter asked me was ‘How has the Corona Virus affected your practice?’, and I honestly replied that it hasn’t.

The Virtual Advisor System means business as usual

Who knew that the coronavirus was going to be the thing that completely shakes the markets? Needless to say, I have never been busy. Not only have my clients embraced the virtual working model, but more advisors are looking for new ways in which they can continue growing their practice during these crazy times.

Conneqtor provides financial advisors with an opportunity to go 100% virtual. However, as the name of the podcast goes its simple, but not easy! You can only evolve with the Virtual Advisor System if you put in the work. I’ve been virtual for the past 6 years and I still put the work in to make sure that my virtual practice is optimized at all times.

I was forced to embrace a virtual model much earlier than most advisors even think to and the hard work has paid off. Some of the perks include:

  • Exponential revenue growth.
  • Drastically lower overheads.
  • A work life balance that makes happiness the norm.

If you want to learn more about how the Virtual Advisor System can help you, then listen to the Simple, but Not Easy podcast here or contact me today.

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