Conneqtor Helps Advisors Update Their Business To:
Exponentially increase income
Drastically lower expenses
Reach and acquire more ideal clients (predictable lead generation)
Have location independence
Achieve an amazing life-work balance
Acquire More Ideal Clients with Conneqtor
Conneqtor is the proven cutting-edge, modern method for financial advisors to update their practice to thrive in the 21st century. Comprehensive and turn-key, Conneqtor covers everything you need to start, run, grow, and market your business in the digital world we live in. Our on-demand courses teach you how to acquire more ideal clients, drastically lower your expenses, work from anywhere, and realize an amazing life-work balance.
- A modern approach to practice management
- Cutting-edge strategies & concepts
- Step-by-step guidance
- A master blueprint to build your advisory practice
- A global community of Conneqtor Advisors
- Realizing an amazing life-work balance
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
- How to actually define your “why” and how this will literally drive the rest of your practice to amazing growth. Without this solid foundation the rest of your financial practice can crumble at any time.
- Exactly how to 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 for inbound lead generation that is working for you 24/7.
- How to define and vet your “ideal client”.
- How to 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.
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.
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?
- 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?
- Struggling with antiquated technology, systems, and processes that are holding you back?
- Not having a predictable ideal client acquisition 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’re tired of doing things like it’s still 1985, then it is time to make a change, update your practice, and join fellow advisors in the 21st century movement.
Meet your Instructor & Mentor
Hi, Derek Notman. I started in this industry back in 2006 with two things; a passion for helping people and no idea how to build my business. I quickly learned that this industry felt off, people wanted great advice but advisors were still being taught how to build a business like it was 1985.
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 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 2006.
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 FIRST STARTED MY 21st CENTURY 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 physical & digital infrastructure will I need?
- How do I acquire new ideal clients online?
- How do I build a virtual team of support staff?
- Is working virtually/digitally ok with my compliance department?
- Do I need to change my sales process?
Are these questions going through
your mind right now?
Yes? I’m not surprised, but no worries.
Conneqtor™ is result of many 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.
Don’t try to reinvent the wheel,
Do in months what took others years.
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.
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