Who is Conneqtor™ for?

Conneqtor 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 update their business.  To exponentially increase income, drastically reduce overhead and live the life of their dreams.  It’s also for Recruiters looking to grow their teams with a turn-key training solution at a fraction of the cost of what they’ve been using.

Who is Conneqtor NOT for?

Those not willing to learn and grow.

Will Conneqtor work for my situation?

Conneqtor is Agnostic. Think of it as your master blueprint, allowing you to learn and customize as you wish. It’s already being used by everyone from captive life insurance agents at large mutual life insurance companies to fully independent advisors (RIAs) and everyone in between. Learn everything to thrive while being able to customize it based upon your particular situation.

Do I need to go entirely virtual?

No, not at all!  Conneqtor allows you to learn, customize, and scale 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.

Is Conneqtor only for new OR veteran financial professionals?

Both! Whether you’ve been a financial advisor for 6 months, 40 years, or somewhere in between there is a tremendous amount of information to help you take your business to the next level.

How can Conneqtor help my business?

Conneqtor is a better way to build and run your advisory practice in the 21st century. Although results will vary, Derek was able to reduce his overhead expenses by over ~61% while increasing his income by 20% a year, all while working less hours and realizing an amazing life/work balance.

Am I being shipped a physical product?

Conneqtor’s course materials are offered as a digital product so you will not receive anything in the mail. Once you become a member you will be given instant, 24/7 access and instructions on how to get started right away.

How quickly can I expect results?

If you work hard and learn & implement what is taught you could see results in as little as 30-60 days, but realistically you should take 4-6 months to learn and implement everything that is taught. You will also come back regularly to learn & relearn as you go.

Will I have access to Derek?

Conneqtor was designed as a modern, on-demand solution for advisors to learn at their own pace at their own convenience. There is a ton of “coaching” baked into Conneqtor, but Derek will not be conducting ongoing coaching of advisors. Derek has put everything you will need to start, run, grow, and market a successful business into Conneqtor. Derek and his team continue to test and update new content and strategies after proving 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 advisory practice.

I am not located in the USA, can I still use Conneqtor?

Yes! Conneqtor is Advisor and Location agnostic. We already have advisors in the USA, Canada, South Africa, and India using the system. 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.