This is the motivation & inspiration you have been looking for….
Advisors from companies like LPL, Edward Jones, New York Life, Mass Mutual, Canada Life Insurance Company, Sanlam, and a variety of fully independent RIA’s and IAR’s are already leveraging The Virtual Advisor System, now it’s your turn.
WANT TO BUILD THE FINANCIAL PRACTICE
OF YOUR DREAMS?
The Virtual Advisor System is a proven method that will show you how to start or transform your practice into a virtual powerhouse, allowing you to acquire and work with your ideal client from virtually anywhere. Whether you are just starting out as a financial professional or want to transition your brick and mortar business into a digital office, this system is EXACTLY what you need.
Advisors from the USA, Canada, South Africa, and India are already leveraging The Virtual Advisor System.
Join our fast growing group of forward thinking NextGen Financial Advisor entrepreneurs who are passionate about helping their clients while building the business of their dreams.
WHAT IS THE IMPACT AND VALUE OF THE VIRTUAL ADVISOR SYSTEM?
The Virtual Advisor System is a turn-key system designed to teach financial advisors how to build a virtual or semi-virtual financial & insurance practice that will empower you to:
- Exponentially grow your revenues (make more money) while effectively managing risk (reduce your overhead)
- Become a digital marketing ninja to find and work with bigger and more ideal clients through predictable lead generation
- Work from anywhere while expanding your reach
- Leverage your time & money to increase effectiveness while having an awesome life/work balance.
Are you tired of the following?
- Weekly phone clinics to “dial for dollars” attempting to set
appointments with cold leads?
- Hosting free steak dinners and cheesy seminars?
- Wasting countless hours driving tens of thousands of miles a year?
- Having to meet with potential clients in their home at night?
- Not having a predictable lead generation system?
- Paying high overhead for office space and staff?
- Missing special moments with your family?
- Not making the money you thought you would?
If you are tired of doing things like it’s still 1985, then it is time to make a change and join fellow entrepreneurs in the virtual movement of the future.
Meet your Virtual Instructor
Derek Notman is an actively practicing Virtual Certified Financial Planner®, Founder of Intrepid Wealth Partners, a lifetime MDRT member, and was named as the Leading New Advisor for the State of Vermont in 2006. Since 2014 Derek has run an MDRT* Court of the Table financial practice, almost 100% virtually. He is one of the pioneers of the Virtual Model for financial advisors.
Derek has been featured on numerous podcasts like the Financial Advisor Success Podcast with Michael Kitces, was named to InBusiness Magazine’s 40 under 40 class of 2019 where his business experience and world travels were compared to that of “The World’s Most Interesting Man” (Dos Equis’ ad campaign). He was also featured for the “Know Your Madisonian” Wisconsin State Journal 2017 edition. Derek has presented to thousands of advisors and personally helped hundreds go virtual.
Derek is also the creator of tribeofluxury.com a financial education blogging site built specifically to market to his ideal clients.
In his free time Derek loves to travel all over the world, having accumulated almost 1 million miles on Delta Air Lines alone in the last 5 years. He loves spending time with his wife, son, and rescue dog who is from Beirut, Lebanon, working on his 1965 Ford Mustang, driving super cars on a professional track, and surfing.
A Note From Our Founder
I transitioned my brick & mortar business, Intrepid Wealth Partners, to a virtual 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 have had the privilege of working with clients from coast to coast and doing so even while on trips to South Africa, Japan (even on the Bullet Train!), Ireland, Mexico, and so on.
WHAT OTHERS ARE SAYING ABOUT CONNEQTOR
Aaron Klein, Co-Founder and CEO at Riskalyze
Derek was leading the 'virtual advisor' wave before COVID forced everyone to learn it.
Mark Pfaff, Executive Vice President for a Fortune 100 Financial Services Company (Retired)
"I have known and watched Derek since his earliest days as a financial professional. In my 30 years in the industry I have never seen anyone do what Derek has done... NEVER! Derek has started, changed and grown his operation to a high-level producer, from "scratch", three times! Three!
I am excited to have discussed this system with Derek and to have provided some input along the way as he has developed Conneqtor. I think we all know virtual sales is where financial services need to go as we move further into the 21st Century. Derek provides both the road map towards that destination, as well as "proof-positive" that it works.“
Mike Ruff, CFP, CPA
Derek’s obvious life of exceptional success in financial planning makes the Virtual Advisor System loaded with actionable information. As seen through the filter of 43 years as a CPA and 30 years as a CFP this system is excellent for virtual advisors as well as brick and mortar advisors.
Matt Kaplan, Partner at Standpoint Funds
“At first I was a bit sceptical of the concept of a virtual financial advisor. I figured that it would be a real challenge to get individuals to accept financial advice without meeting with an advisor. After speaking with Derek, and learning more about Conneqtor, I realized I kept getting stuck in the “how things are” vs. “how they should be”. The consumer is already comfortable doing everything from their dating to their banking online, so it is only natural that they are ready to work with advisors in a virtual manner. The beautiful thing about virtual advice is that you will be partnering up with individuals that want to be helped virtually. By simply matching your advice to the needs and desires of your clients, you can create a win/win scenario. The virtual model empowers advisors to be where and what their clients want”
Kristin Stutz, Financial Services Professional
“The strategies you provided go deeper into truly becoming a credible source in the virtual world versus simply having a social presence. While Conneqtor does take diligence and will certainly force many out of their comfort zones (myself included) it has the ability to be a true differentiator for any agent utilizing the system and will set them apart from both the brick and mortar and kitchen table agents. There is no question this is a form of communication clients are hungry for and the impact the Conneqtor has can change the lives of the clients who embrace it as well as the lives of the agents.”
Jessica Durand, M.A. Financial Services Professional
"In my time as a financial professional, I have never encountered a teacher like Derek Notman. Our industry can be so impersonal, so numbers driven. I believe that many of our counterparts leave the business because their work is not life driven. That disconnect can be maddening. One major thing that Derek understands and teaches, is that in order to be a good advisor there is an amount of internal work that needs to happen first. With Connector, I now have specific tools, and specific strategies that align with how I’ve always wanted to do my work - from my heart."
Greg Thomas, Financial Advisor
“I’ve learned a great deal in a short time and believe fully that this approach has the potential to be a “game-changer” in this industry. Not just a game-changer but the absolute future of what we know now to be financial services.”
WHEN I FIRST STARTED MY VIRTUAL PRACTICE THERE
WERE A LOT OF UNKNOWNS, THINGS LIKE
- Where do I start?
- Will my current clients be OK working virtually with me?
- Do I have to work 100% virtually?
- What infrastructure will I need to be a virtual advisor?
- How do I market my business online?
- How do I build a virtual team of support staff?
- Is working virtually ok with my compliance department?
- Does working virtual mean I need to change my sales process?
Are these questions going through
your mind right now?
Yes? I’m not surprised, but no worries.
The Virtual Advisor System™ is result of 6+ years of research and trial & error that answers all of these questions and more. You get to learn what has been proven to work and implement it with your own style.
What you get with The Virtual Advisor System™
The Virtual Advisor System™ is a tried & tested, comprehensive system built to show you EXACTLY (step-by-step) how
to start or transition your financial practice into a virtual powerhouse that will help you acquire and service clients in a digital world.
The Virtual Advisor System™ shows you how to get more clients, make more money, save time, reduce your overhead, all while pursuing your own your own hopes, dreams and goals.
Clear. Straightforward. Simple.
The Virtual Advisor System is comprehensive and builds upon itself, empowering you to learn everything you need to know to dominate in a digital world and will teach you how to:
- Define your “why”. Without this solid foundation the rest of your financial practice can crumble at any time.
- Set up your physical infrastructure to run a virtual or semi-virtual practice.
- How to work with your compliance team.
- How to build a robust online and digital presence that will drive inbound leads to you 24/7.
- How to define and vet your “ideal client”.
- Create an environment of trust & transparency where people will feel like they know you before ever speaking with you.
- A repeatable and tested virtual sales process that has clients asking to buy from you.
- Build a virtual support team to make sure your business is running on all cylinders, all the time.
IMMEDIATE access upon purchase of the system
All 14 modules and 28 walkthroughs consisting of over 15 hours of video lessons
Lifetime membership – Whenever we make updates or improvements you
automatically have access at no additional cost. You only pay once!
24/7 Access from anywhere in the world so you can learn on your time, regardless of where you are
Private active community of people taking the same journey so you can support and learn from each other
What you get after joining the virtual movement
- The turn-key infrastructure I used to build my virtual business to acquire new clients and service existing clients, all while being able to work from anywhere and spending less money and time to do it
- How to not only handle but excel at client service from anywhere
- How to become a digital marketing ninja to start and exponentially grow your online presence
- How to build a robust digital foot print that drives inbound leads on auto pilot
- How to make sure everything you are doing is approved by compliance
- How to build (find, hire, and manage) a virtual support team to do everything from answering the phone to managing your digital marketing
The entire system consists of videos, screen shares, walk-throughs, scripts, and downloads with the specific instructions
on how to do everything it takes to build and run a successful virtual or semi-virtual business that drives lead generation for financial advisors
This is not a high-level, feel good coaching program that gets you excited, pats you on the back, and then leaves you to figure out what to do.
This system is as tactical as it gets, showing you exactly what you need to do.
By focusing first on YOUR motivation & inspiration the system quickly builds upon them by getting into the specific steps (nuts & bolts) of HOW to build a virtual business, all of which is driven by what is truly important to YOU.
HOW ABOUT WE MAKE THIS AMAZING
OPPORTUNITY EVEN BETTER?
I’ve created the following bonuses as a way to jump start your virtual practice. They are actionable
ideas & examples you can use to get started today.
Private Online Virtual Advisor Community
LinkedIn Group that is updated regularly from me and other advisors like us.
Virtual Mock Client Experience
Endless Warm Referrals – Virtually
Collection of 3rd party articles
The New Jersey Experiment
$5 million client in the morning, Surfing in the afternoon
Going Virtual Recommended Resources Section and Cost Guide
This system has the power to change everything about how you run your business; putting you in control of who you work with, how you work with them, to do it from virtually anywhere, and most importantly that you are able to do it without putting your own hopes, dreams, and goals aside.
Remember, put good in, get good out.
My team and I believe 100% in the value and power of The Virtual Advisor System™. If you embrace what you will learn, are willing to put in the work and effort, and ultimately take action then there is no reason why you cannot be successful using the Virtual Advisor System™.
Not ready to purchase yet? No worries!
Download our free eBook and join the mailing list so we can keep in touch
I created a special free E-Book called the The Financial Advisor Virtual Movement Proclamation to share my journey as a virtual advisor. It is a vital read for financial advisors looking to dominate in a digital world while having an awesome life/work balance.”
(We never spam or sell our users information.)
Frequently Asked Questions
Who is The Virtual Advisor System™ for?
This system is for financial advisors, registered representatives, and life insurance agents that range from independent RIA’s to IAR’s & B/D affiliations and captive agents who are looking to exponentially increase their income while drastically reducing their overhead by embracing the virtual or semi-virtual model to dominate in the digital world we live in while living the life of their dreams.
Who this system is NOT for?
If you think that clients will never work with and buy from you virtually, even though they buy almost everything else online, then this is not for you. If you expect it will be “easy” to build or transition your business into a virtual powerhouse without putting in real effort, then this is not for you. If you are looking for a band aid as a quick-fix to an already failing business then this is not for you.
Will the System work for my situation?
The System is Agnostic. It is already being used by everyone from captive life insurance agents at large mutual life insurance companies to fully independent advisors and everyone in between. You get to learn everything you need and then customize it all based upon your particular situation. Virtually anyone can embrace the system!
Do I need to go entirely virtual?
No, not at all! This system is customizable and scalable to fit your comfort level and current business model. You can scale it up or down based upon your needs and always make changes in the future as you get more comfortable. If you are unsure, the easy way to transition is to start servicing your existing clients virtually, it is a great way to learn all the nuances of working virtually.
Is this system only for new financial professionals?
Certainly not. I ran a traditional brick & mortar business for 8 years before making the transition to a virtual business.
Do I need to travel to work as a virtual advisor?
No. Although I travel extensively each year for fun, and work while doing it, it does not mean that you must. You can just as easily work from your home, a small office, co-working space, or even a local coffee shop. The real value of this system is that it gives you great flexibility and more time to work with more people. You can get more done in less time. I choose to use my extra time to travel and spend time with my family, all while knowing I can grow and manage my business from anywhere. What you choose to do with your extra time is up to you!
Is it expensive to set up a virtual business?
Although you still need to spend money to set up and run a virtual business it is drastically less than what you currently are or would spend on the traditional model. I have been able to reduce my overhead by over 50% in adopting the virtual business model.
Why is The Virtual Advisor System™ less expensive than other systems and coaching programs?
By embracing a “virtual” mindset, Conneqtor was built using entirely virtual resources, thus the initial and ongoing operating expenses for Conneqtor – The Virtual Advisor System™ are less expensive which we pass on to you through a more competitive price.
Am I being shipped a physical product?
The entire system and course materials are offered as a digital product so you will not receive anything in the mail. Once you enroll you will be given direct, 24/7 access and instructions on how to get started right away.
How quickly can I expect results?
If you work hard, follow the system, and get out of your own way you can see results in as little as 30-60 days.
Is this a coaching program, will I have access to Derek?
I have designed the system to be virtually 100% DIY. There is a ton of “coaching” in the system but Derek will not be conducting ongoing coaching of advisors. Derek has put everything you will need to build and run a successful virtual business into this system and will continue to update it with new content and strategies after having tested and prove they work. Derek will be available via email and involved in the private LinkedIn group to go over anything that comes up as you build your virtual practice.
I am not located in the USA, can I still use your system?
Yes! Although there may be some small tweaks depending on your country, tech, compliance, etc. the system was designed in a way where it can be used in virtually any environment.
WHAT CLIENTS ARE SAYING ABOUT THE VIRTUAL EXPERIENCE
HA – Steamboat Springs, CO
“As soon as our first meeting began, I felt at ease and the small list of questions I had were quickly discussed and crossed off. When the meeting was over, I had a better understanding of my financial situation than I ever had before. At the conclusion of our second meeting I knew I wanted you to manage my money. I’ve tried to come up with some constructive criticism, but I can’t think of anything. You always respond to my emails quickly, understand what I’m looking to do with my life and there was a positive connection from my perspective immediately. I felt like I’d known you for years. The process of working with you has been so seamless and smooth.”
MW – San Jose, CA
“We have had a great experience working with Derek virtually. Being able to meet with him virtually has allowed us to keep a
personal feel to our relationship and allowed for us to get to know each other and build a trusting relationship.”
CK – Nashville, TN
“My experience working with you in a virtual manner has been excellent. You use the minimal amount of communication and don’t bombard me with unnecessary stuff to make the process simpler. I obtain the correct info promptly and in a timely manner to make easy decisions. I appreciate the precise and straightforward communication.”
Not ready to purchase yet? No worries!
Download our free eBook and receive great content updates and offers.
I created a special free E-Book called the The Financial Advisor Virtual Movement Proclamation to share my journey as a virtual advisor and where I see the industry going. It is a vital read for financial advisors looking to dominate in a digital world while having an awesome life/work balance.”
(We never spam or sell our users information.)