Apr 6, 2020
In this conversation, we discuss the Virtual Advisor System that Derek created to empower more advisors to grow their businesses in today's digital ecosystem. Derek’s own practice is location independent, and after having to figure things out for himself the hard way, he’s teaching other advisors how to tap into virtual tools and systems. This podcast episode will be especially useful for those who want to add a location-independent component to their service offering, or those who are curious about what it takes to run a 100% virtual practice.
As you think about this
conversation, ask yourself these questions. Could you scale your
business by outsourcing certain workflows and processes? How could
you lean into virtual tools to enhance and round out the service
that you deliver? And how could you add more value by shifting your
“belly to belly” conversations to a virtual system?
Looking for more ideas about growing your
Model FA Facebook Community, where you will find expert advice on how to
launch, grow, scale, and transform your firm with an incredible
client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management
program for entrepreneurial financial advisors.