The Hybrid Financial Advisor

Growing by Force is still Growing

Like a Pendulum

The Hybrid Financial Advisor

  • That they want to be Planners, not Prospecting Pirates
  • That they want to work at least semi-virtually
  • Instead of Prospecting (cold calling, etc.) they will now harness the power of digital marketing
  • Instead of spending 6+ 40 hour work weeks a year in the car they can meet with more clients to do the work that really matters from the convenience of their virtual office
  • Instead of paying high overhead for a large office advisors will have a smaller, less expensive physical footprint, but a massive digital one
  • Instead of pushing product to pay for the old ways of doing business, now more emphasis can be placed on planning since there is less overhead pressure
  • Instead focusing on the old status symbols of wealth, advisors will have them as a byproduct of the new symbols of wealth:

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Derek Notman

Derek Notman

Proud Father, Happy Husband, World Traveller, Virtual Advisor, Serial Entrepreneur: https://linktr.ee/dnotmanprofile