Become a Digital Advisor of the Future

This week advisors were treated to the secrets behind greater work-life balance and more impactful client relationships with an overview of a new program from Knowledge Bureau:  how to become a digital advisor for the future.  Did you miss it?  You can still listen in, and save money on this new certificate course now till April 30.  Here’s what you learn:

To thrive in a digital world, tax and financial industry professionals need reimage their practice and come up to speed on working effectively within a digital environment.   The bonus: it’s they key way to attract new clients to scale their business, too.

With the new Digital Practitioner Course you’ll learn high level concepts, tactics, and leverage a variety of templates and exercises all centered around helping you build a remote or hybrid business to attract, acquire, and work with clients from virtually anywhere and meet your evolving client needs.

Author Derek Notman, describes why making the decision to move into a fully digital practice made a huge difference to his productivity and his ability to scale his business too:  “Any service based practitioner - financial, accounting, tax, investment, legal, insurance specialists -  had to pivot and reconfigure their practice during the pandemic. Now we can bring systems and processes, order, consistency, concepts and tactics to a defined strategy in growing our future practices. In short, it’s time to throw off the “bandaid ” approach, get some real “stitches” into your new “hybrid” practice and thrive in the digital world.”

Here's why you’ll want to consider taking this important course in your educational toolkit:  Key Takeaways:

• Learn how to get crystal clear on who your ideal client is, how to define your brand, and how to use them to craft all of your marketing messages.
• Find “Riches in the Niches” - learn how to get laser focused on who you need to work with and in doing so, eliminate the noise. This will increase flow of potential clients as well as conversions to paying customers.
• How can you be more intentional about the technology and the digital marketing you need to build your business.
• How to work from virtually anywhere

Meet Your Course Instructor: Derek Notman

Derek Notman is a virtual Certified Financial Planner®, Founder of Intrepid Wealth Partners, a lifetime MDRT member, was named as the Leading New Advisor for the State of Vermont in 2006, named InBusiness Magazines 40 under 40 in 2019, won the 2022 Riskalyze Advisor Appreciate Award, and won the 2022 Rising Star award at the “Wealthies” by WealthManagement.com. Since 2014 Derek has run an MDRT Court of the Table financial practice, almost 100% virtually.