model fa podcast season 3 episode 6

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 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.

 

Leave a Message

Please leave your questions and comments here.