Conneqtor is the modern, cutting-edge, scalable and repeatable solution to attract, train, and empower more advisors by teaching them exactly how to start, run, grow, and effectively market their business to thrive in the 21st century.

Attract More Advisors

Streamlined Training

Improve Advisor Retention

Conneqtor is the proven cutting-edge and modern method recruiters, trainers, and managers are leveraging to empower the financial advisors they support.  Comprehensive and turn-key, our on-demand training covers everything financial advisors need to start, run, grow, and market your business in the digital world we live in.  Financial advisors will learn how to acquire more ideal clients, drastically lower their expenses, work from anywhere, and have an amazing life-work balance.

Recruiters now have a modern, proven system to attract, train, and retain more advisors.

Learn to Craft Your Unique Story

“People don’t buy what you do; they buy why you do it.”

– Simon Sinek, 2009 TED Talk

Why should advisors chose to sign on with you?  What makes you, your company, and your training different?  Advisors want to thrive in the digital world, recruiters that understand and embrace this will also thrive.  Recruiting qualified advisors and training them in a way that gives them the best chance of success is how you and your company grow.  With Conneqtor you now have something that is unique, modern, and cutting-edge that will make your offering truly unique.


Training new advisors, or upskilling veteran advisors you just recruited, is a time consuming process, especially when you are constantly trying to recruit more advisors.  Plugging into an on-demand, turn-key training system is how you scale while making sure your advisors are all taught the same skills, concepts, ideas, and tactics they need to succeed and thrive.  Conneqtor is your solution. 

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Derek Notman

Derek Notman, Founder & CEO

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

I transitioned my brick & mortar business, Intrepid Wealth Partners, to a modern 21st century 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 was able to increase my income by 20% a year, reduce my overhead by ~61%, all while realizing an amazing life-work balance.   As an actively practicing advisor I know exactly what advisors want and need to be successful.  Conneqtor was created to serve the advisor community.

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Here’s a better way to attract, recruit, train, and retain your advisors.

If you are looking for a better way to grow your organization, then it is time to make a change and bring your organization into the 21st century.

Special pricing and discounts available for enterprises and multiple advisor offices. Fill out the form below to learn more.

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 are already leveraging Conneqtor for their businesses, now it’s your turn.