Ep. 23 – Running a virtual financial planning practice with Derek Notman
Derek Notman pivoted his financial planning practice from a face-to-face business to a completely virtual practice back in 2013. As Derek puts it, he has “many arrows in his back” from doing this. He learned a ton of lessons in the process which led to him creating a system that helps other financial advisers across the globe to go virtual without having to learn these (sometimes expensive) lessons by themselves.
In this episode, Derek and I talk about:
- What he’s practice was like before going virtual
- What led to him making this change
- How it all works
- How his existing clients at the time reacted to the change (an how he approached it)
- Challenges he had to overcome
- Knowing what he knows now, how would he go about doing it today
- ConneqtorVAS and how it helps financial advisers do what Derek did (but without the time, expenses and lessons required)
You can also learn more at the following links:
- Conneqtor – Virtual Advisor System
- Conneqtor Financial Advisor Blog
- The Virtual Movement Proclamation eBook
You are welcome to connect with both Derek and me on Linkedin.
