Ep. 23 - Running a virtual financial planning practice with Derek Notman

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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.