Getting Started

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What is a virtual advisor?

A virtual advisor is unique because you are able to build a business that’s flexible. When you are able work virtually, you can offer a kind of service for your clients that meet their needs and schedule. Planners who will only meet in person cannot offer the same type of flexibility. You open your firm up to serve countless clients and not limited by your location.

Ready To Go Virtual?

Is virtual advising right for you?

Successful virtual advisors…

  • Have the ability to learn how to use new technology
  • Show adaptability in the face of adversity
  • Have superior communication abilities
  • Have a desire for a more flexible work-life balance

Does this sound like you?
If so, you would benefit from talking to Mike Barber about how he has created this lifestyle for himself.

The technology you need

Virtual Advisers these days are getting clients using virtual services with online tools such as GoToMeeting, JoinMe, Google Hangouts or Skype, all these will allow you to videoconference on most of your devices.

Physical Hardware

  • Computer (desktop, laptop, or both): a quality computer with plenty of processing power is important for a virtual advisor who displays video and audio. If you are interested in being able to work from anywhere in the world having a mobile phone, tablet or a laptop is the way to go.
  • Smartphone: a high powered smartphone will keep you communicating with your clients from anywhere.
  • Mobile hotspot: Whether you’re using a laptop, tablet or mobile phone, having reliable internet access wherever you go is the most important thing.

Required Software

Circle Of Wealth

The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The system is a proven combination of a 10-step client consultation process and an extensive suite of supporting software applications.

The supporting desktop and web based applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.