Last updated: November 22 2022
New Course Alert: The Digital Practitioner Course (Your Guide to Remote Work)
When the pandemic hit, there was a natural surge in employees working from home.
In Canada, the percentage of *core-age employees working from home was about 43% in May 2020.
As the pandemic subsided, in December 2021, 26% of core-age employees in Canada worked from home, compared with 13% in the United States. Majority of people who are working remotely—want to keep it that way.
According to a paper by Pew Research, 61% of people working from home say they’re not going into their workplace because they don’t want to.
*Those aged 25 to 54—were most likely to work from home both in Canada and the US.
Where Are We at NOW with Remote Work?
As mentioned, the majority of people who are working remotely—want to keep it that way. According to a paper by Pew Research, 61% of people working from home say they’re not going into their workplace because they don’t want to.
If you’re a financial or tax professional and you’re thinking: Me! Me! That’s me! I enjoy working remotely and I want to make it work, you’ll want to take our new course: The Digital Practitioner Course.
Led by Derek Notman, CFP, who has been successfully working remotely since 2013. He will guide you on 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.
We are offering a $100 savings on this course if you enrol by December 9th - please use promo code DIGITAL2022.
Who Should Take this Course?
Any service-based practitioner financial, accounting, tax, investment, legal, insurance specialists who has had to pivot and reconfigure their practice during the pandemic.
It’s time to bring systems and processes, order, consistency, concepts and tactics to a defined strategy in growing future practices. In short, it’s time to throw off the “band aid” approach, get some real “stitches” into your new “hybrid” practice and thrive in the digital world.
What You Will Learn
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.
Example of Modules
Setting Up Your Virtual Business to Thrive as a Financial Advisor
Compliance for Financial Advisors in a Virtual World
Digital Infrastructure Foundation to Deliver Financial Advice in the 21st Century
Digital Marketing Strategy to Acquire New Clients
Advanced Digital Marketing: eBooks
Bottom Line: Take this course if you want to take your business to the next level while working 100% remotely. Learn how to acquire new clients while maintaining work/life balance.
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