Building a business that embraces technology and the current state of global affairs is central to running a successful virtual financial advisory practice.
Our founder, Derek Notman finds himself in an advantageous being one of the first virtual financial advisors since 2013. Equipped with an incredible life work balance, he recognizes the responsibility he has to share this knowledge with financial advisors worldwide and empower them with the tools, strategies and knowledge required to grow their business virtually.
Running a virtual advisory practice with Derek Notman
Derek recently had the privilege of featuring on episode 23 of the Propulsion podcast. Francois Du Toit, is the host and an certified financial planner specializing in financial planning and tax consulting. With over 20 years of experience in helping businesses unlock growth, and consulting on bespoke tech products, he found the Conneqtor offering particularly interesting.
In this episode Francois and Derek explore the journey to becoming a virtual financial advisor and the lessons that came with it. All of these lessons contributing to the creation of Conneqtor, which is specifically designed to help other advisors go virtual, while avoiding often ‘expensive’ lessons.
The podcast covers:
- Life before going virtual.
- Making the change.
- The virtual advisor system.
- Onboarding clients and nurturing existing relationships.
- Overcoming challenges.
- Going virtual today.
You can listen to the podcast below:
If you are interested in learning more about Derek’s journey and how the virtual advisor system can work for you then download our free e-book today.