Adopting a Digital Financial Model – The Exponential Era Webcast

the exponential era webcast digital financial model

‘Staying ahead of the curve’; a phrase that has become the new normal as financial advisors from across the world search for new ways to find more ideal clients in a pandemic stricken world.

Beyond the notion of ‘staying ahead of the curve’, what does this concept mean for advisors and how can financial advisors evolve from the traditional bricks-and-mortar setup to not only survive, but thrive in the new world?

The answer? Adopting a digital financial model for your financial practice!

Adopting a Digital Financial Model

Conneqtor founder, Derek Notman recently had the privilege of featuring on the Exponential Era webcast hosted by David Espindola and Michael Wright recently.

The webcast focussed on how adopting a digital financial model allows financial advisors to thrive in a post-COVID world. Since taking his practice virtual in 2013, Derek has been able to:

  • Establish an incredible life-work balance.
  • Generate more ideal clients from virtually anywhere in the world.
  • Increase revenue, while managing risk.

What makes this so possible in a post-COVID world? The consumer is now consuming more virtual content than ever, and feel more comfortable building relationships virtually.

Derek didn’t want to be a slave to his business and believes that every financial advisor should be able to enjoy this reality. Since there was no roadmap for the journey he embarked on in 2013, it took him a while to figure it out. Fast forward to today and Derek is enjoying the spoils of what Conneqtor has to offer and more.

Watch The Exponential Era Webcast by Intercepting Horizons below and dive deep into Derek’s journey as a virtual financial advisor and how COVID-19 affected his business:

 

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:

Lead Generation for Financial Advisors During the COVID-19 Pandemic

how to generate leads during covid19

Lead generation for financial advisors in an online space requires an overhaul of your approach to communication and marketing (see how I didn’t say “prospecting”?). As many professionals try to adapt to remote work, we find ourselves in a unique situation due to COVID-19.

people having a video call with corona protection masks

 

 

 

 

 

 

 

 

 

It’s not the first time we’ve had to endure a worldwide pandemic, but it’s certainly the first time we’ve needed to in a time where we are all connected through technology.

According to We Are Social, out of the 7+ billion people in the world, there are 4.39 billion internet users worldwide.

So, as awful as this situation is, we can count ourselves lucky due to the online tools available for conducting business. As a business owner, however, the real challenge lies in lead generation.

Transforming into a Virtual Financial Advisor

After being a Virtual Financial Advisor for years now, I can tell you that running a financial planning practice online has brought me more success than in my brick and mortar days. As a financial advisor, you must’ve noticed the increased interest in clients wanting to meet over a video call as opposed to in-person? Have you noticed that the need for running your business out of physical office space is slowly declining?

With Millennials and Generation Z now making up over 38 percent of the US workforce and predicted to make up 58 percent within the next decade, transforming yourself into a virtual financial advisor makes total sense.

Lead generation for financial advisors in an online world means you need to transform yourself and join fellow financial advisors in the virtual movement of the future.

Being one of the first financial advisors in the US to successfully take my business online, I decided to create a system to help other advisors do the same. Let’s take a brief look at how my virtual advisor system works and how it can help you generate leads.

Conneqtor – The Virtual Advisor System

In short, Conneqtor empowers financial advisors like you to have the ability to achieve the following:

  • Exponentially make more profit while efficiently controlling risk
  • Work with more prominent and more ideal clients
  • Work from anywhere while expanding your reach, opening yourself up to an international market
  • Leverage your time & money to increase your impact on the market
  • Achieve an excellent life/work balance while helping your clients do the same

Conneqtor helps with lead generation for financial advisors by teaching them everything they need to know and do to drive inbound leads without having to pick up the phone to do it. Our system offers a defined virtual sales process, and shows you how to build up a virtual financial planning practice, covering an in-depth guide on the following crucial aspects:

  • Hiring a team of virtual assistants
  • A virtual client contact/service module
  • Learning email language for younger clientele
  • Creating your business’ website
  • How to blog and the importance of it
  • How to use social media for brand awareness and client question
  • Using SEO to maximize your reach online (an essential strategy used in the lead generation for financial advisors)

In today’s market, financial advisors need to create a virtual presence that drives inbound clients to them while enhancing the client/advisor experience. Consumers expect this, and they look to social media and search engines to find us.

The Virtual movement is about creating a meaningful impact and building client trust and relationships before a word is ever spoken.

virtual financial advisor generating online leads

A word from one of my advisor clients:

“The strategies you provided go deeper into truly becoming a credible source in the virtual world versus simply having a social presence. While Conneqtor does take diligence and will certainly force many out of their comfort zones (myself included), it can be a true differentiator for any financial services professional utilizing the system and will set them apart from both the brick and mortar and kitchen table agents. There is no question this is a form of communication clients are hungry for, and the impact the Conneqtor has can change the lives of the clients who embrace it as well as the lives of the agents.” – Kristin Stutz, Financial Services Professional

If you’re interested in taking your financial practice online, then download our free eBook or get in touch with us today. A brighter future awaits.

Thanks for reading!

Regards,

Derek Notman