The Financial Advisor
'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®
HIGHLIGHTS OF WHAT YOU WILL LEARN IN THIS EBOOK:
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.
Learn how to acquire more ideal clients
The brick and mortar office is obsolete! Learn how the power of adopting the virtual model allows you to exponentially acquire more ideal clients while significantly reducing overhead.
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.
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.