Being the Financial Advisor of Tomorrow… Today
Over the past several months, advisors have been finding themselves playing catch up to the world around them. The transformation of financial services isn’t happening next year, next month, or tomorrow; it’s happening right now. Now, more than ever, it’s important for advisors to evolve and adapt or they risk going extinct.
Join our session with Derek Notman, CFP and founder of Conneqtor, The Virtual Advisor System, to get a fresh perspective on what your practice management habits should look like from today forward so you can dominate in the digital world we live in while maintaining an awesome life-work balance.