5 Reasons Why Financial Advisors Should Embrace the Virtual Practice Model Today

3 min read

As the demand for long-term leases for office space completely crumbles under the COVID-19 pandemic, so too has the need for in-person meetings, at least for now. According to VOX, the demand for coworking spaces will increase once we start to recover from this, but offices will never be the same. It will likely be a long time before financial advisors can meet with their clients one-on-one again, at least in person as the consumer is now more than ever comfortable with virtual meetings and will probably prefer them over the old belly-to-belly ways of the past. If in-person meetings…...

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Derek Notman Virtual CFP® for World Travelers | Creator of The Virtual Advisor System for NextGen Advisors I love helping my clients use their money to enjoy life today while planning for tomorrow. I help them realize their hopes, dreams, and goals and achieve financial freedom through the leverage of a comprehensive virtual financial planning process. I serve CEO's, Founders, Business Owners and C-Suite Executives from coast to coast through my virtual model so they can embrace the finer things in life, everything from luxury travel & experiences to buying their dream beach home, all while saving them time and money.