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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 for financial advisors.  We show advisors how to effectively build and exponentially grow a successful advisory practice in the 21st century while realizing an amazing life-work balance.

UPDATE MY PRACTICE
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As Featured In

Conneqtor Helps Advisors Update Their Business To:

  • 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 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.

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 advisory practice
  • A global community of Conneqtor Advisors
  • Realizing 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 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.
  • Virtual Advisor SystemExactly how to set up your physical infrastructure to run a virtual or semi-virtual practice.
  • Virtual Advisor SystemHow to work with your compliance team.
  • Virtual Advisor SystemHow to build a robust online and 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 an environment of trust & transparency where people will feel like they know you before ever speaking with you.
  • Virtual Advisor SystemA repeatable and tested virtual 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.

UPDATE MY PRACTICE  DOWNLOAD OUR EBOOK

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?

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

Derek Notman

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

  • Virtual Advisor SystemWhere do I start?
  • Virtual Advisor SystemWill my current clients be OK working virtually with me?
  • Virtual Advisor SystemDo I have to work 100% virtually?
  • Virtual Advisor SystemWhat physical & digital infrastructure will I need?
  • Virtual Advisor SystemHow do I acquire new ideal clients online?
  • 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?  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.

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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