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An advisor training program to Thrive in the 21st Century

Conneqtor is a combination of on-demand online learning, tactical how-to’s, plug-n-play templates, and community of financial advisors.  Advisors learn how to effectively build and exponentially grow a successful advisory practice in the 21st century while realizing an amazing life-work balance.

Our sweet spot is serving advisors with less than $50 million in AUM or those making less than $500,000 a year.

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As Featured In

Conneqtor Helps Advisors:

  • Virtual Advisor System  Exponentially increase income

  • Virtual Advisor System  Drastically lower expenses

  • Virtual Advisor System  Reach and acquire more ideal clients (predictable lead generation)

  • Virtual Advisor System  Have location independence

  • Virtual Advisor System  Achieve an amazing life-work balance

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Acquire More Ideal Clients

Comprehensive and turn-key, Conneqtor covers everything you need to start, run, grow, and market your business in the digital world we live in.

UPDATE MY PRACTICE

Thrive with:

  • A modern approach to practice management
  • Cutting-edge strategies & concepts
  • Step-by-step guidance
  • A master blueprint to build your practice
  • A global community of advisors
  • An amazing life-work balance

Derek Notman

I’ve been refining and perfecting the 21st century method since 2013: I live & breath it every day.

Hi, I’m Derek!  I transitioned my brick & mortar business, Intrepid Wealth Partners, to a virtual/digital practice in 2013 when the industry barely recognized the concept. Little did I know that it would be a game changer for me, my family, and my clients.  I’ve grown my income over 20% a year, reduced my overhead by ~61%, and have the best life-work balance I have ever had. Being an advisor never felt so good!

What you get with Conneqtor™

Concept to Tactics

Step-by-step on-demand courses teaching you everything you need to know to thrive in a digital world

  • Virtual Advisor SystemHow to actually define your “why” and use it to drive the rest of your practice to amazing growth.
  • Virtual Advisor SystemExactly how to set up your physical & digital infrastructure
  • Virtual Advisor SystemHow to work with your compliance team.
  • Virtual Advisor SystemHow to build a robust digital presence for inbound lead generation that is working for you 24/7.
  • Virtual Advisor SystemHow to define and vet your “ideal client”.
  • Virtual Advisor SystemHow to create a digital environment of trust & transparency
  • Virtual Advisor SystemA repeatable and tested sales process that has clients asking to buy from you.
  • Virtual Advisor SystemBuild a virtual support team to make sure your business is running on all cylinders, all the time.

The World is no longer limited by location. Why should your business be?

If you’re tired of doing things like it’s still 1985, then it’s time to make a change, update your practice, and join fellow advisors in the 21st century movement.

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Advisors in The USA, Canada, South Africa, and India from companies like Edward Jones, LPL, New York Life, MassMutual, Prudential, IG Wealth, Canada Life Insurance Company, Sanlam, and a variety of RIA’s and IAR’s have already invested in their business by purchasing Conneqtor, now it’s your turn.

Are you tired of the following?

  • Virtual Advisor SystemWeekly phone clinics to “dial for dollars” attempting to set
    appointments with cold leads?
  • Virtual Advisor SystemHosting free steak dinners and cheesy seminars?
  • Virtual Advisor SystemWasting countless hours driving tens of thousands of miles a year?
  • Virtual Advisor SystemStruggling with antiquated technology, systems, and processes that are holding you back?
  • Virtual Advisor SystemNot having a predictable ideal client acquisition system?
  • Virtual Advisor SystemPaying high overhead for office space and staff?
  • Virtual Advisor SystemMissing special moments with your family?
  • Virtual Advisor SystemNot making the money you thought you would?

Conneqtor is the refresh you and your business have been looking for.

Meet your Instructor & Mentor

Derek Notman

Hi, I’m Derek.  I started in this industry in 2006 and like most of you I had a passion for helping people but wasn’t sure how to build my business.  I quickly realized people wanted great advice but as advisors we weren’t being taught how to thrive in the 21st century.

I was hungry so I was willing to work long hours, knock on doors, and cold call.  I also was duped into investing many thousands of dollars into marketing gurus and training programs that left something to be desired.

I got tired of working long hours and missing special moments with my family, so I combined my passion for helping others with my desire to learn and do things better so I could build a business that let me thrive as an advisor.

My humble journey started like most advisors, along the way I founded Intrepid Wealth Partners, became a lifetime MDRT member, and was named as the Leading New Advisor for the State of Vermont in 2007.

I’ve been on numerous podcasts like the Financial Advisor Success Podcast with Michael Kitces, was named to InBusiness Magazine’s 40 under 40 class of 2019, and was also featured for the “Know Your Madisonian” Wisconsin State Journal 2017 edition.  I’ve also had the pleasure to present to thousands of advisors and personally help hundreds update and transform their business.

In my free time I love to travel all over the world,  and actually achieved million miler status on Delta Air Lines 2020!  I love spending time with my wife, son, and rescue dog who is from Beirut, Lebanon, tinkering with my 1965 Ford Mustang, driving super cars on a professional track, and surfing.

WHEN I DECIDED TO DO THINGS DIFFERENTLY THERE
WERE A LOT OF UNKNOWNS, THINGS LIKE

  • Virtual Advisor SystemWhere do I start?
  • Virtual Advisor SystemHow will my current clients feel?
  • Virtual Advisor SystemHow will I find new ideal clients online?
  • Virtual Advisor SystemWhat physical & digital infrastructure will I need?
  • Virtual Advisor SystemWhat is digital marketing?
  • Virtual Advisor SystemHow do I build a virtual team of support staff?
  • Virtual Advisor SystemIs working virtually/digitally ok with my compliance department?
  • Virtual Advisor SystemDo I need to change my sales process?

Are these questions going through
your mind right now?

Yes?  It’s only normal!
Conneqtor™ is result of many years of research and trial & error that answers all of these questions and more.  From one advisor to another, I built Conneqtor to help you thrive.

Don’t try to reinvent the wheel,

Do in months what took others years.

See Our Flexible Payment Options

(Enterprise solutions available)

PRICING

Virtual Advisor System

Not ready to purchase yet? No worries!
Download our free eBook and receive great content updates and offers.

Derek created a special free E-Book called the The Financial Advisor Virtual Movement Proclamation to share his journey as an advisor who updated his practice and where he sees the industry going.  It’s a vital read for financial advisors looking to thrive in a digital world while having an awesome life/work balance.

Download the eBook Now

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