While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?
If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!
In this episode, Matt Halloran talks to Derek about how to build a virtual practice that keeps you from overworking yourself, helps you explore your passions, and simultaneously elevates the client experience. They also uncover proven digital marketing strategies to help you thrive without having to worry about compliance.
- The importance being advice-driven instead of product-driven
- Why you no longer need expensive office to grow your practice
- Types of physical infrastructure and digital infrastructure required to avoid burnout and succeed in the virtual landscape
- Easy-to-follow tips for hitting digital home runs in the 21st century
- And more