How to be a Virtual Advisor – NextGen Planners Podcast

being a virtual advisor nextgen podcast

Wondering how to be a virtual advisor?

Although we have covered the topic of ‘how to be a virtual advisor’ in different ways to explore the various nuances that come with it, it will remain fluid in nature.

In short, the journey of a virtual financial advisor and what it means to be one is not a fixed process, but one that’s in flux. As technology progresses, so do the capabilities of the virtual advisor. The journey begins between the ears.  You must know and believe it is possible.  There is more than enough evidence showing that it is possible.

The NextGen Planners of the future are simply evolving into what they and the consumer want them to be.  It is an exciting journey for any and all financial advisors wanting to make the transition from a brick and mortar to a fully or even semi-virtual practice.  It is also a journey the entire industry has now been forced to embrace.  COVID-19 was a blessing in the form of a Pandemic for the financial advice industry.

We can evolve and adopt new strategies or we can rest on our laurels and slowly go out of business.  It is a choice, what will you choose?

how to be a virtual advisor

NextGen Planners Podcast

Our founder, Derek chats to Rohan from NextGen Planners on what it means to be a virtual advisor and more on episode 83 of their podcast.

The podcast covers:

  • His financial planning career
  • Why he transitioned
  • How Conneqtor is going
  • Tips that Derek has for financial advisors who are starting their career
  • A book recommendation – in this case The 4 Hour Work Week by Tim Ferris and Think & Grow Rich by Napoleon Hill

Listen to the podcast below.

If you’re interested in learning more about how to become a virtual advisor we highly recommend downloading our free e-book as a start.

Model FA Podcast: The Future of Financial Planning

model fa podcast season 3 episode 6

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.