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While most financial advisors already use Zoom and virtual tools just to meet faster, a small group of RIAs figured out how to use virtual as a new lead channel. Not just a convenience. The result? They’re consistently onboarding 3 to 5 affluent pre-retirees every single month. Without seminars, cold calling, or extra overhead. And without turning off any of their existing lead channels. Here’s what they realized… The demand for advisors isn’t gone. It just shifted. Out of the 20 million Americans retiring over the next five years… 16 million now prefer to search for, evaluate, and choose their advisor virtually. The same way they already shop, bank, and manage healthcare. That shift alone has driven over 427% growth in virtual financial planning demand since mid-2024. The advisors capitalizing on this are promoting a new kind of virtual financial service called ‘Telewealth’. The irony? Like most advisors, you already offer virtual planning. You already meet on Zoom. You already use online scheduling. But most advisors treat virtual like a feature... Not the reason clients choose them. The small group adding millions in assets did one simple thing differently: They positioned virtual financial planning as the premium service affluent clients already want. Not by changing how they plan. Not by spending more on marketing. And not by running more seminars or buying more leads. Just by promoting what the market is already asking for. My name is Nick Chopourian. I’m not a financial advisor. I’m not “well connected”. Yet over the past five years, I’ve moved over $1.6 billion in AUM into partner advisory firms by capitalizing on this exact shift. If you hold a Series 65, 66, CFP, or CFA and you’re already meeting with clients virtually… You can do this too. You can click below to watch a free on-demand recording where I give you everything. Completely free. I break this all down end-to-end so you can learn instantly whether your firm can implement and capitalize on this. No email required. I will leave it up for free for the next 10 days. Access the recording below.