Virtual Wealth Management Transformation eBook
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There has been a monumental shift in how the wants and needs of the consumer are satisfied in virtually all aspects of our lives. High net worth individuals, especially those that love to travel in luxury, make it a priority to live their best life today & tomorrow.
Wealth Management & Financial Advice needed to evolve to focus on embracing what these clients want, an awesome life - work balance, not just investment returns and planning for some distant idea like retirement.
Download this eBook to learn more about the following....
eBook Chapters include:
- Who is Derek Notman?
- Living Your Best Life Today & Tomorrow
- The Megatrend Transformation of Wealth Management & Financial Advice
- Location Independence
- Tech & Tools We Use To Provide An Amazing Client Experience
- Services We Provide
- Types of People We Specialize Partnering With
- 5 Tips on How to Connect with the Ideal Virtual Advisor
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