Early Adoptors

In 2012, some financial industry veterans recognized that advances in technology could enable a revolution in how financial services were marketed and delivered.

They reached into their own pockets and began building a cloud-based platform that would enable building continent-wide agencies from anywhere there’s WiFi. It wasn’t perfect, but it worked and allowed #WorkFromAnywhere

A few years in, they had a track record to validate their idea and took it to the board of one of the biggest, oldest and most respected financial firms in the world. 

The response they got was, “How much money do you need?”

That let them build version 2 of the platform and improve product offerings.

They were on their way up the hockey stick.

Little did they know, as did the world, what 2020 would bring.

Since March 2020, they’ve seen thousands of agencies, across America, struggle to do business in the COVID-19 world; struggle to convince clients and agents that a few Zoom meetings are a “virtual business”. 

At the same time their agencies are having the best year ever - both in terms of revenue and in terms of growth - with much of the growth coming from absorbing agents from agencies which can’t or won’t embrace the new reality.

The technology and the, nearly, a decade experience with it is has enabled other activities which will change the future of millions of Americans:

• engagement with younger people, because of their wide acceptance of technology and unwillingness to sit down face to face
•  an educational outreach to help the millions of Americans who suffer from what they don’t know about money. That outreach will yield millions of new clients in the years ahead
• A structure, unique in the industry, which allows people to play to their strengths - which lets marketers be marketers and managers be managers and financial techies be financial techies - rather than forcing each person to learn all the roles and, thereby, be less effective at all of them.

As with any growth spurt, there are issues to be dealt with, the primary one being the need for good sales managers. The good news is that the unique structure can utilize sales managers from any industry without forcing them to become a financial expert.

You can share in this early adopter windfall, just message me or book appointment here

• "The promise of the fourth industrial revolution" - (See Article)
• “Is Virtual Financial the Future of Financial Services?” (See Article)
• "Phone Calls, Texts Or Email? Here's How Millennials Prefer To Communicate" - (See Article)