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Conneqtor is the modern, cutting-edge, proven, step-by-step system teaching financial advisors exactly how to start, run, grow, and effectively market their business in the digital world we live in.

Attract More Advisors

Streamlined Training

Improved Advisor Retention

The Virtual Advisor System is the proven cutting-edge and modern method recruiters, trainers, and managers are leveraging to empower the financial advisors they support.  This comprehensive and turn-key system 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.

SEE THE SYSTEM

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 if how you and your company grow.  With The Virtual Advisor System you now have something that is unique, modern, and cutting-edge that will make your offering truly unique.

SCALABLE AND CONSISTENT TRAINING

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 a 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 suceed and thrive.  The Virtual Advisor System 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 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’ve had the privilege of working with clients from coast to coast as well as while on trips to South Africa, Japan (even on the Bullet Train!), Ireland, Mexico, and so on.   As an actively practicing advisor I know exactly what advisors want and need to be successful.  The Virtual Advisor System was created entirely by me 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 virtual movement of the future.

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.