Business Insights: Creating a Virtual Financial Literacy Library

In an effort to expand my 403(b) practice, a year or so ago I decided to create a virtual financial literacy library. I recorded myself presenting my most popular topics geared towards the K-12 marketplace. My goal at the start of this project was to simply get into more districts that were not in reasonable driving distance of my home and office.

 

It turns out my timing with this was perfect with the onset of the pandemic. Now, it seems the whole world is moving toward a virtual learning platform.

 

Moving in this direction will reduce my overhead expenses and afford me the ability to offer investment products with lower fees. This should help me separate myself from my competitors. Time will tell if the new directions I’m taking will work out.
  
Jody C. Detillier, ChFC®, RICP®, TGPC, CLTC, LUTCF, CPFA, CRES, is a financial advisor and CEO of Detillier Financial Advisors. He is a 2015 Elite Advisor.

 

 

 

 

The NTSA Elite Advisor Awards focus on NTSA financial advisors' innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy. Nominations are open through Sept. 11 for the NTSA 2021 Elite Advisor Awards here. Full terms and conditions are here.

  WOWcasts Available

 

Detillier was featured in the 6th WOWcast Series:

 

In Part I, Past NTSA President Randy Aranowitz interviews Detillier; they discuss his background and Detillier provides an overview of his business.

 

In Part II, Detillier provides a look at his business model, K-12 marketing, using video to promote a business and conducting virtual meetings.

 

In Part III, Detillier discusses what the NTSA means to him.