ACQUIRE MORE IDEAL CLIENTS

The Financial Advisor Virtual Movement Proclamation eBook

'I created this special free E-Book to share my journey as a virtual financial advisor, my thoughts on the future of our industry, and why advisors must evolve or go extinct. It is a vital read for financial advisors looking to acquire ideal clients, dominate in a digital world, and have an awesome life/work balance.' - Derek Notman, Virtual CFP®

MORE IDEAL CLIENTS.  LESS EXPENSES.  FROM ANYWHERE.

IT'S TIME FOR YOU TO THRIVE

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THE FINANCIAL ADVISOR OF THE FUTURE - WHY YOU NEED TO READ THIS E-BOOK

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THE STORY OF ONE OF THE FIRST VIRTUAL ADVISORS

Learn key insights from our founder who went virtual back in 2013 and has been generating more revenue, with less overhead and having more family time ever since.

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LEARN HOW TO ACQUIRE MORE IDEAL CLIENTS

The brick and more office is obsolete! Learn how the power of adopting the virtual model allows you to exponentially acquire more ideal clients while significantly reducing overhead.

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WHY FINANCIAL ADVISORS MUST EVOLVE OR GO EXTINCT

Working like it is 1985 simply does not work in the digital world we live in.  The rest of the world has evolved, now it is the financial advisors turn.

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A LIFE/WORK BALANCE LIKE NEVER BEFORE

Learn how virtual advisors are able to work less hours, earn more revenue and never miss a moment with their family while living the life of their dreams.

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ARE YOU TIRED OF DOING THINGS LIKE IT'S 1985?

  • Weekly phone clinics to “dial for dollars” attempting to set appointments with cold leads?
  • Hosting free steak dinners and cheesy seminars?
  • Wasting countless hours driving tens of thousands of miles a year?
  • Having to meet with potential clients in their home at night?
  • Not having a constant flow of warm prospects to meet with?
  • Paying high overhead for office space and staff?
  • Missing special moments with your family?
  • Not making the money you thought you would?

Then this eBook is exactly what you need!