Virtual Financial Advisor Marketing: 3 Primary Areas of Focus for Facebook Ad Campaigns

facebook ad campaigns for financial advisors

With over 2.6 Billion monthly active users, Facebook is the most popular social media platform in the world.

Virtual financial advisor or not, the majority of your audience is reachable online, and that is why targeted Facebook ad campaigns can be so critical to your business’s success. They form a crucial part of the virtual sales process. Without targeting, you will be spending advertising dollars on people who may never be interested in or require your services.

One of the reasons why Facebook is so popular, especially for business owners, is because it allows you to make a custom audience based on four main categories, including:

  • Location
  • Behaviors
  • Demographics
  • Interests

Better yet, you can retarget users who have already engaged with your brand. Through retargeting, you can reach audiences who already know you by re-advertising to individuals who have already visited your website, Instagram, or Facebook Page. I cannot stress this enough – retargeting is EVERYTHING when it comes to getting the most of your digital marketing advertising.

Now, when it comes down to an ad campaign, there are so many options available to you; a plethora of approaches one can take. It can prove tricky and confusing at the start, which is why we have put together an outline that will work specifically for you, the virtual financial advisor. Here are the three primary areas to focus on when setting up your Facebook ad campaigns.

Engagement

Virtual Financial Advisor Marketing tip#1: Tap into The Emotions of Your Ideal Client

How do you get your ideal clients to engage with your brand message? Through emotion. Demonstrating your service’s benefits will show how you can help, but feeling creates the motivation to seek that help. Find ways to connect with your audience, to resonate with them genuinely.

It would be best if you put yourself in the shoes of your ideal client. What do you want them to feel when they see your ad? What is it that will help them connect to your mission? How can you drive action?

You can get there by focusing on their pain points. For example, an individual seeking financial security for their family, someone struggling to set up a trust for their children, or not knowing how to invest their money. You know your ideal client more than anyone else, so speak to their needs directly. Be creative.

Facebook engagement campaigns are one of the cheapest ways to generate micro-conversions that you can use in future retargeting efforts. Furthermore, these micro-conversions; Facebook shares in particular, contribute to what the Facebook algorithm identifies as viral.

facebook engagement notification

Traffic

Once you have a message, you can start using Facebook ads to build up relevant site traffic to your essential services, landing pages, and articles. When driving traffic to any page on your site, you want to ensure that you have a Facebook pixel unique to your business installed before you start any campaigns. Why? Remember we mentioned retargeting? That’s where Facebook pixels come in – what’s the point of driving all of this traffic if you cannot re-engage warm users with an offer that is relevant to them?

Virtual Financial Advisor Marketing Tip #2: Building Pixel Data

The Facebook pixel is code that you install on your website that collects data, helping you with the following:

  • Facebook ad conversion tracking
  • The optimization of those ads
  • Building targeted audiences for future Facebook ads
  • Remarketing to individuals who have already engaged with your website

Facebook pixels work by placing and triggering cookies to track users as they interact with your website and your Facebook ads – crucial to obtaining measurable results. Here is a step-by-step guide on how to set one up.

Conversions

Virtual Financial Advisor Marketing Tip #3: Use Lead magnets

Simply advertising your services and expecting conversions from your ads is unrealistic. Yes, it works sometimes, but to ensure it frequently works, offer your audience something of value as well. As I highlighted before, part of building a robust digital infrastructure as a virtual financial advisor is sharing some of your expertise for free. Either through hosting a free webinar or offering an eBook full of valuable information, you will reel your ideal clients in.

Together with addressing your audience’s pain points and using the Facebook Pixel to track and retarget, you’re setting yourself up for a successful ad campaign.

By giving your audience something of real value for free, they’ll usually be happy to fill out a form on your website. Once you have their information, you can then follow up and convert them into a client.

Great ideas for lead magnets:

  • Templates and spreadsheets for your prospective clients to use in their personal finances
  • Free webinars hosted directly on Facebook through Zoom
  • Webinar replays hosted on your website
  • Interactive quizzes offering advice once their score or results are determined
  • How-to guides (think investment or saving tools & tips)
  • Comprehensive eBooks (think “How to Rollover an IRA”)
  • Explainer videos

facebook conversion ad

When using the above, you will then be able to use lookalike audiences for your future campaigns. Lookalike audiences are a highly effective way to reach new members of your target audience. Why? Because they enable you to connect with new users who are most similar to individuals you have previously converted into high-value customers. You can find a step-by-step guide here.

When it comes to Financial Advisor marketing, Facebook ad campaigns are just one cog in the machine of a successful virtual practice. There is a ton to set up and manage to get the most out of our digital marketing efforts.  Notice how I didn’t suggest you boost a post?  There is a reason for it!

Digital marketing for financial advisors is the new way you prospect for clients.  No more cold calling, door knocking, or cheesy seminar dinners.

You can learn more with this free eBook I created, Lead Generation in a Digital Age.

As always, thank you for reading, please consider me a resource.

Best Regards,

Derek

Riskalyze x Conneqtor Lead Generation Webinar Replay

digital marketing lead generation and defining your niche

Digital Marketing, Lead Generation, and Niches

Digital marketing, lead generation and defining your niche are 3 of the key pillars to the ‘digital as default’ model.

As more financial advisors understand the necessity of adopting a remote advisory model, these pillars will become powerful tools in the arsenal of advisors across the globe.

digital marketing for financial advisors

Riskalyze x Conneqtor Lead Generation Webinar

Our founder, Derek Notman had the privilege of joining Director of Channel Marketing at Riskalyze, Matt Fritsch in exploring these three pillars in an exclusive webinar.

If you missed it, you can watch the webinar below:

In summary, the Virtual Advisor System provides advisors with proven strategies and tools for building a robust digital marketing footprint for enhanced lead generation. It also provides a framework from which to define your niche.

If you want to learn more about the origins of Conneqtor and how the Virtual Advisor System can facilitate your transition onto the virtual advisory model, then download our free e-book here.

How Financial Advisors Can Develop a Compelling Online Experience

financial advisor social media and digital marketing

So here we are, about ten months into a global health emergency. Over the better part of a year, we have seen entire countries go into lockdown, with most of our country forced to work remotely from home.

If having an influential online presence was important before COVID-19, it is a high-priority now. You cannot survive without one. Look, our 2020 plans were through for a loop this year, but there also is a silver lining to it all for financial advisors especially.

Arguably our greatest attribute as a species is our resilience – our ability to come together and prevail through even the most treacherous circumstances.

So, although it has been some year, I’m here to show you how to embrace this new normal to your advantage as a financial advisor. It begins with developing a compelling online experience.

Adapt your Strategy

Due to the vast improvements in technology, many of our daily tasks have carried on the same, with some now automated. However, as a financial advisor looking to attract prospects (new clients), you cannot rely on previous marketing methods that are more than dated.

social media strategy

As a matter of fact, you’ve got to change your marketing strategy quite significantly.

By adapting your outreach and lead nurturing approach, you will ensure growth and sustainability. Although it first may seem a little daunting, once you’re up and running, it is more scalable and predictable, not to mention that the consumer expects it.

You can start shifting your strategy by working on your blog and social media presence. Everyone is at home, which means that most of us are on our devices more than usual, so it’s the perfect opportunity to engage with your target audience.

Try to build your new marketing strategy around giving your readers valuable advice that they can apply to their lives immediately. In other words, use your skills and experience to write guides, lists & tip style blogs, newsletters, and eBooks that are free to download. You will need to publish content regularly, at least once a week, so get creative and use your knowledge to reel prospective clients in.

Use Social Media to Promote Your Content

No one wants to be blatantly sold to. You have to base your social media strategy around providing real worth to your audience first. Sure, when you’ve built up a following, there’s no harm in a self-promotional post once a week, but for now, make sure your posts are giving something worthwhile to whoever they reach.

Your social media channels should be used as a conversion tool to serve as a source of credibility for your business and aid your SEO efforts. Your channels (compliance approved of course), such as Instagram, Facebook, Twitter, and LinkedIn, should always be kept active with relevant, helpful content and should never be directly used for finding new clients.

Content posted on social media should be broken down into the following categories:

Educational content

Educational content should be made up of posts that share helpful, informative, and valuable information to your audience on a topic that resonates with them. Think about what you can teach them about – top tips, how-to’s, infographics, did you know’s, blog posts, industry information, resources, case studies, etc.

Conversational content

Here, it would help if you tried to ask the audience questions and get people engaging with your brand – think ‘fill in the blank,’ ‘caption this,’ ‘give your opinion,’ or polls that they can interact with.

Entertaining content/Inspirational content

It would be best if you weren’t too serious all of the time. Have some fun and create posts that your audience will relate to and enjoy – think memes, quotes, fantastic imagery, motivational posts, feel-good stories, etc.

Brand connection content

As I’ve mentioned in previous posts, you need to make your clients’ experience more personal. Again, have a little fun and showcase what you’re all about. Brand connection content should be focused on behind the scenes, employee features, and your brand story.

Promotional content

Try to build a following first, and once you have, sneak in posts that promote your products, services, specials, deals, etc. Also, make sure to add a call to action so that your followers know exactly what to do should they be interested in what’s on offer.

Use Paid Media Campaigns for Promotion

There are so many ways to ensure your marketing efforts are impactful and effective. Once you publish content regularly and promote it across your socials, you can look at setting up paid ad campaigns.

facebook social media ads

Paid advertising is hugely beneficial because it garners instant results, can be measured, is cost-effective, and ultimately enhances your efforts towards building meaningful relationships with your audience.

Now that you’ve adopted a fully digital financial planning practice, your overhead can be considerably lower, so investing in the right tools to help you develop a compelling online experience is imperative to your success.

At Conneqtor, we have built a comprehensive set of processes that will help you establish yourself as a financial advisor in this day and age. Download our free eBook to find out more.

I hope you enjoyed reading this!

Kind regards,

Derek Notman

Content Creation Tips for Financial Advisors

content creation tips for financial advisors

Content is king. Yes, it sounds cliched, but in a digital world and especially in the realm of digital marketing, content truly is king. Yes, I know you’re not a digital marketer, you’re a financial advisor, but digital marketing is one of the most effective ways to build your brand and grow your business.

Content is essential in digital marketing because it makes people aware of your brand and hopefully converts them into paying customers.

Content is a trigger for interaction and engagement, and if people like what they see, read, and hear, they’re likely to come back for more.

Here’s what you need to know about content creation to ensure that you create excellent financial advice for your clients.

Content creation or curation belongs to the concept of inbound marketing; inbound marketing is the opposite of a hard sell or product push.

Inbound marketing is about publishing excellent, helpful, and relevant content that brings your customers to you.

It’s the type of content that helps users to find you because it’s content that they are looking for. The intention is that you will build permanent and long-term relationships with your customers by publishing this content.

People regularly seek financial advice; your clients are looking to you to receive the latest industry advice. They require information. And because you have the skill and knowledge, you can provide them with information that will help them make their financial decisions.

The onus is on you to explain ideas and concepts in a way that’s easy to grasp. In addition to this, you can offer tips, tricks, solutions, handy and helpful hints.

The thing with content is that you have to keep it up to date and keep it relevant, and this is no small task; it does take effort, research, and time. You need to keep yourself up to date with the latest trends. Try to read everything you can get your hands on related to the financial industry.

If you write regularly, you will find that creating content becomes more comfortable with practice.

This being said, though, there’s also something called evergreen content. This is content that is relevant for more extended periods and doesn’t go quickly out of date. It’s timeless content that will still generate traffic even when you are not writing.

Who’s Your Audience?

Who is your content intended for? Get to know your audience, get to understand their preferences. If you know their preferences, you can segment them into groups and target specific information. This makes them feel like the content was created explicitly for them.  Your audience is your Ideal Client.  The less defined it is the less effective your content will be in driving inbound leads.

Using Your Persona

Position yourself as an expert in your field. Write to your persona. People come back to things they can identify with, or that feels familiar. You will find that they get used to your expertise and style, and this is what will make them return. What makes you different from other financial advisors? What’s your niche?  And, just be you!

Promoting Your Content

Content promotion is also vital. There’s no point in creating valuable content if no one sees it. You still need to entice and persuade people to consume your content.

social media marketing for financial advisors

Email marketing and using your social media platforms are great tools to publicize your content. You can also promote your content through paid advertising or pay per click (PPC); this will get your content directly in front of your audience.

Ideation

When it comes to ideas on what to publish, you can do several things, but one of the best things to do is find out what people are searching for, then serve them relevant content that meets their needs. People use search engines to search for information. They will start their search by typing a word or term or phrase, known as a keyword. You can base a lot of your content on keyword research.

You can also ask your clients or readers what type of content they are looking for – create a poll and let them decide.

You could interview a subject matter expert and give your readers a precis. Or you could be very personal and write about your own financial journey. The list is endless.

Scheduling Content for Publishing

Once you have brainstormed ideas for content, it’s time to create a content calendar or plan. You need to schedule when your content will be published. It needs to be researched and written and edited and then only published.

There is a process, and you need to ensure your timing won’t trip you up. Also, different content belongs to various platforms. For example, blogs differ from social media content; they are longer and more in-depth and are posted on websites; they tend to be more evergreen because tweets last minutes or even seconds. This process will determine where you publish your content.

Analysis

And last but not least, you need to analyze the response to your content once published. How many page views did you receive? This is the number of users that viewed your content. What’s your bounce rate? This is the percentage of visitors who leave your site after visiting only one page. Were they engaged? Did they respond to any calls to action (CTAs) like downloading a freebie or contacting you directly?

The aim of analyzing your content is to find out what’s working. And if something isn’t working, it can be tweaked. This is one of the great marvels of digital content; it can be tracked and analyzed to determine if you’re reaching your goals.

digital marketing analytics

So now it’s up to you. Are you ready to get started?

I wish you luck on your journey. As I have, I hope that you will find that it’s filled with wonder and amazement and can do much for your burgeoning brand.

I hope you enjoyed reading this article! Remember, you can always reach out to me for guidance and advice.

Kind regards,

Derek Notman

How to Drastically Reduce Your Overhead While Expanding Your Team as A Virtual Advisor

reduce overhead and expand your team

Arguably the best thing about transforming your financial planning practice into a virtual one is that your overhead will come down drastically. No office + virtual staff = minimized expenses.

A relatively obvious observation, yes, but let us take a look at what a virtual practice actually looks like from a financial perspective.

As a business owner, your goal is to service your clients to the best of your ability while generating as much revenue as possible while still living a life you love, the virtual financial practice will enable you to do just that.

No More Rent

Not having to pay rent for physical office space is a considerable benefit, resulting in your saving a lot of money each year.

Depending on your location, office space can cost many thousands of dollars a month in the USA; astronomical and no longer necessary. Think about how you can reallocate this expense for your business while also bringing more home to enjoy life….

You will then have more room to reinvest some of your savings back into the business for the crucial aspects of running a virtual business. Think digital marketing and digital infrastructure – two necessities for a virtual financial planning practice you simply cannot go without.

working remotely saves costs

No Running Costs Associated with A Physical Office Space

Now, with zero office rental fees, also comes the benefit of not having to fork out for the general costs associated with running a physical office.

No more obligation to typical maintenance and utilities such as office supplies for your staff, internet for multiple people, electricity, water/sewage, or a cleaning company. Again, this will result in a drastic savings each month.

Other savings associated with a virtual business include not paying for maintenance on plumping, electrical, appliances, or even paint.  Or having to deal with a sewage backup at 1 in the morning…ya, that happened to me, ugh!

Virtual Employees Are Cheaper

Another significant saving is not having to pay the salaries and benefits for permanent employees. Fewer employees physically present in your office means less money to be paid out every month – in this case, none at all.

With a virtual financial planning practice, you can be fully operational by hiring virtual employees instead. The benefits? Firstly, it is not your responsibility to ensure they are set up to work. So, you need not worry about office supplies, a laptop, or even their internet connection – you simply pay them by the hour or per job/task.

You won’t have to cover their benefits either. The amount you pay per hour or per task is all-inclusive, and it’s also very affordable.

Further to that, working with virtual employees as opposed to permanent ones also gives you flexibility. You’ll be able to forecast whether you’ll need someone’s services or not. If not, no worries, meaning no dead weight. You only hire when their expertise is required.

Through employing freelancers, you can have a whole team of expert individuals on call, using them when and where you need them. In the digital world, it is most definitely the way to go.

virtual team video call

Investing in Digital Infrastructure

When migrating to a virtual business, you’ll need to invest in digital infrastructure, as in the right tools to get you fully operational. Besides a virtual team, you’ll need an in-depth digital marketing strategy because this is where your lead generation and client prospecting will take place.  People aren’t looking for advisors in the Yellow Pages anymore!

Your audience lives online, and so this is where you’ll need to engage with them. My advice is to first build out the foundation yourself.  It will take a bit of time and effort but is necessary for so many reasons.  But eventually you will want to outsource these services. Getting up to speed with how marketing works is no easy feat as it is incredibly strategic. Your expertise is financial advice and planning, and that is what you should focus on. Instead, use the infinite amount of online resources available to build a virtual team that can take care of what you currently cannot.

By using the virtual model to your advantage, you will be working with the most experienced and knowledgeable individuals to help get your digital practice off the ground.

If this migration seems a little too daunting to you, don’t stress! I’ve designed a virtual advisor system called Conneqtor to help guide you every step of the way. It will train you on lead generation, virtual practice management, and digital marketing, etc., etc., etc.

It’s simple and will enable you to dominate as a virtual financial advisor in the digital world. Download our free eBook to get started.

I hope you enjoyed reading this article!

Kind regards,

Derek Notman

How to Create a Mutually Beneficial Advisor-Client Relationship

build mutually beneficial client advisor relationship

In the age of instant gratification, Millennials and people from Generation Z are not your average clients. They want what they want when they want it. While this may be daunting, it also provides us with an opportunity to connect with them in the place where they are most likely to be found; online.

The Coronavirus has only served to drive more people into the online realm, and this has become the place where your current and future clients will be looking to interact with you. To succeed in any industry these days, it all boils down to keeping up with the times and being agile enough to accommodate your clients’ needs.

Here’s my advice on how you can form good connections while running a virtual financial planning practice.

First – Be Selfish and Focus on the Advisor Experience

So much is said and written about the Client Experience that most advisors forget to address the Advisor Experience.  All too often advisors focus on trying to create an amazing Client Experience but neglect to consider how doing so may negatively impact their own lives and business.

It never made sense to me that so many advisors essentially put their lives on hold only to help their clients realize their hopes, dreams, and goals.

Advisors who focus on creating an amazing experience for themselves first are empowered and positioned to create a really great Client Experience.

Just like when flying, make sure to put on your oxygen mask first, then help those around you.

Be the example your clients are looking for.  Make it a point to be happy, excited, motivated, and living the life of your dreams.  This will resonate with your clients more than anything else.

Once you have this sorted then the following tips are crucial.

Embrace Technology

The first step to better serving your clients is to embrace technology. Yes, it is fast-paced and ever-changing, maybe even confusing, but connecting with your clients requires an understanding of the environment where they are most comfortable.

Whether this means communicating with them on a platform that they choose or learning to use a new app, embracing technology is paramount to maintaining a good relationship with your clients.

embrace technology and social media

Create A Virtual Relationship

Forming a relationship with your clients online includes building trust with them from scratch. Without face-to-face interactions, building trust in a virtual environment needs to be intentional because, ultimately, this will be your key to success.

Get to Know Each Other

Make sure you get to know your clients personally – tell them about yourself and arrange video calls with them. Fostering any good relationship begins with getting to know someone and being genuinely interested in their lives.

having video calls with clients

Proactively Communicate

Without real-life meetings, clients can feel like they’re getting lost in the fray, so it’s crucial to actively communicate with them and make them feel important to you.

Set a reminder to check in with your clients regularly, to touch base and reconnect. Even if it means sending out some useful tips or some extra personalized advice – providing value to your clients is also an excellent way to connect and maintain a good rapport.

Work with Their Needs

Chat with your client about how they’d like to work, whether that be seeing a presentation, a monthly video call, or simply an email. Making them feel comfortable involves finding out their preferences and molding them with your own.

New-age clients often like to see their stats and information in real-time, so be prepared for that and find software that could allow for that.

Set Clear Goals

At the outset, make sure that you know your clients’ goals and explain how you can work together to achieve them. This will show your client that you’re committed to understanding them and what drives them. Show them that you’re invested in their needs.

Spending some extra time on creating a solid relationship with your clients will go a long way to building trust and creating a dynamic where you can lead your clients towards making the best financial decisions.

Show A Robust Digital Footprint

Clients are now particularly interested in your digital footprint, which is essentially how you appear online. To gain new clients or build trust with current ones, I advise having a robust digital footprint.

This includes being active on social media channels, having a great website, and communicating a variety of content (personal and professional) through these channels.  People tend to trust someone who has an influential digital presence over someone who doesn’t, and it’s quite simply because they can see what you’re all about.  Don’t be a creeper, be a creator!

Tell them about who you are, what your focus is, and how you can help them. If they can find you in a quick Google search, you’re on the right track. Let’s face it; we all Google someone before we go ahead and use their services or buy their product. Adding in social media channels and a blog, would further solidify your digital presence and add to your credibility.

financial advisor google ranking

Conneqtor can help

If you’re feeling overwhelmed by the idea of adjusting to this digital world, I can help. My virtual advisor system, Conneqtor, teaches you how to leverage all the tools that you need to transform your business into a virtual or semi-virtual one.

My system will lead you step-by-step into the virtual space, and help you get more leads by showing you how to establish a digital presence.

Get in touch with me. Let’s get you set up in the virtual financial planning world so that you can meet your clients where they’re at, foster your current client relationships, and build new ones, the modern way.

I hope you found this of value!

Kind regards,

Derek Notman

The Importance of Robust Digital Infrastructure for Financial Advisors in a Virtual World

robust digital infrastructure

When I refer to a robust digital infrastructure, I am talking about the tools and strategic plan you’ll need to thrive as a financial advisor in a virtual world – technological capabilities and efforts imperative to your success.

Even though modern-day consumers have been using online banking and mobile applications for years, the concept of online financial advisors is still relatively fresh, although quickly becoming a demand and the norm.

The question is, how do you cater to that demand, how do you make your target audience aware of your services? You do by creating a robust digital footprint. And how do you create a robust digital footprint, you ask? By implementing the following crucial online efforts, which form the foundation of your robust digital infrastructure:

Be Social

When it comes to brand awareness, your social media efforts are critical to building your digital infrastructure – this cannot be undervalued. Without a proper social media plan, no one will ever know about your business.

linkedin social media posts for financial advisors

An effective social media plan consists of:

  • Soft marketing
  • Brand awareness
  • Talking about solutions and benefits of the work you do to your target audience
  • Actively engaging with others content regularly
  • Posting about live seminars and webinars relevant to your brand or that you have created yourself
  • Being genuine and transparent with your audience
  • Growing your network
  • Positioning yourself as a thought leader
  • The blending of personal and business social profiles and content
  • Frequently sending direct, personalized messages to your ideal client to build a relationship, not pitch!
  • Collecting email addresses, in exchange for content of value (eBooks, etc.) by directing people to your other channels
  • Video posts (better for engagement)

The whole point of social media is to educate your audience and stay away from pushy sales and products.

Host Live Virtual Seminars

By creating virtual seminars that dive deep into your brand and services, you can engage directly with your audience through live Q&As. You can also record them and post across your social media channels later, resulting in helpful content.

When it comes to the kind of content, you can create multiple presentations for specific topics and, in turn, breakdown and serve your target audience even more. Your virtual seminars can also be used as free giveaways (downloadable), strengthening your relationship and connection with prospective clients.

Have A Clean & Transparent Website

As I’ve highlighted before in previous posts, you can host all your content on your website; this will drive SEO efforts and become your “home” online. Be sure to regularly update it with new content to keep your audience engaged.

Clients should be able to book an appointment with you through your website too, which can be managed through an embedded calendar.

The possibilities are endless, but ensure that your website clearly states who you are, what you offer, and whatever you do don’t forget to list your prices – highlight your purpose.

Build A Mailing List

Now that you are creating excellent content, you can use giveaways (free downloads) to get prospective clients to sign up for your mailing list. For example, you give them a free webinar, seminar, or eBook, and they have to sign up to download it.

The benefit of building a mailing list as that you can retarget to people that you know for sure are already interested in your service offering.

Invest in Paid Ads

A whole other ballgame, but incredibly effective. With paid ads, you can also create an “ideal client” audience to market to.

Paid ads are a necessary investment, but they aren’t cheap. They do, however, garner instant results (you get what you pay for).

Paid ads essentially drive more traffic to your website from search engines such as Google or Yahoo, meaning that the traffic is relevant. For instance, if someone types “Virtual Financial Advisor” into Google, you could potentially (depending on how relevant your content is, and how much budget you have) be the first result that comes up.

This is something you don’t need to do right off the bat, build a solid foundation of digital infrastructure first, otherwise you are throwing digital spaghetti at the wall!

Build Relationships with Other Industry Players

By forming relationships with other industry players, they can potentially become what I like to call “referral partners.”

xy advisor podcast

You can achieve this by guest blogging on another brand’s website, featuring on a relevant podcast, or generating backlinks to your own blogs. Backlinking, in particular, is super useful for building the credibility of your website. When one of your “referral partners” link back to your blog, and they have a high trust score, your content automatically becomes more trustworthy in the eyes of Google.

These relationships are strategic and should be beneficial to both parties.

In a nutshell, being relevant and visible is accomplished by being active online with engaging and highly valuable contributions to your specific industry.

Alright, that’s it for now! I hope you enjoyed reading my insight into the importance of robust digital infrastructure for financial advisors in a virtual world.

To dominate the digital space as a financial advisor, find out more about my virtual advisory system Conneqtor – it’ll transform your business.  Hint hint, we teach advisors how to do all of this in our virtual advisor system…..

Kind regards,

Derek Notman.

How to Build a 100% Virtual Financial Services Practice – The Virtual Advisor Series

how to build a 100% virtual financial services practice

What does the future of financial services look like and what can financial advisors do to help create, as well as benefit from this future? Will the bricks & mortar setup still be relevant in a post-COVID world? Financial advisors might be asking themselves, “How do I build a 100% virtual financial services practice?”

How to Build a 100% Virtual Financial Services Practice

Derek discusses these pertinent questions and more with Vice President of Advisor Development at advisors Excel, Brad Johnson. Brad is committed to helping financial advisors worldwide transition from bricks & mortar to digital during global pandemics and beyond.

It was only fitting that Brad featured Derek on ‘The Virtual Advisor Series‘, since Derek was one of the first financial advisors in the United States to go virtual back in 2013.

The Virtual Advisor Series provides education to financial advisors, on how they can use:

  • Digital marketing to increase sales.
  • A virtual office culture to increase productivity.
  • Leadership to improve operations.
  • Technology to stay ahead of the curve.

Derek and Brad discussed the benefits of a 100% virtual financial services practice, what tools empower advisors in making the transition from bricks and mortar setups easier, what challenges Derek face along the way, and the process of growing a relationship with a potential new client virtually.

Watch the episode with Brad below

If you aren’t familiar or aware of the virtual financial advisor movement then you can learn more about the age of the virtual financial advisor here.

Serving Financial Advisors Around the World – CapIntel Webinar

capintel how to build a virtual financial practice webinar

Conneqtor Serves Financial Advisors Around the World

Building a successful virtual practice will become the norm for financial advisors as we move into what can be perfectly described as the era of the virtual financial advisor. 

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.

Watch the webinar below:

Altruist’s Grow Episode 4: How to Grow a Virtual Advisor Business

Altruist's Grow Episode 4: How to Grow a Virtual Advisor Business

Want to learn how to grow a virtual advisor business? You’re in the right place!

Altruist Corp is most famous for offering a software that helps financial advisors achieve better outcomes. Much like the virtual advisor system Conneqtor, Altruist makes growing a virtual advisor practice both possible and scalable.

How to Grow a Virtual Advisor Business

Conneqtor founder and CEO, Derek Notman features on episode 4 of Altruists ‘Grow’ series. Grow is dedicated to providing financial advisors with growth hacks to succeed to succeed in an ever changing economic climate.

Tyrone Ross explores how Derek has successfully launched his virtual advisory business, having being virtual since 2013. In episode 4 Derek covers:

  • Why he started a virtual advisor practice.
  • How to successfully grow an advisor practice online.
  • How to market to your ideal client.
  • How you can start building your virtual advisor practice today.

Watch the full interview here.

Download the virtual advisor e-book here OR get started immediately and purchase the virtual advisor system today.