Overwhelmed? So were we.
“In 2013 I set off on a journey to challenge the traditional advisor model. I moved my entire practice online, and have been constantly iterating on my business model since then to optimize both life-work balance, and a constant flow of new clients. While moving online had allowed me to create a much more efficient operating model, as I coached others to do the same, I saw the same mistakes being made. This was my motivation & inspiration to develop Conneqtor, to provide an exact guide on how to adapt to the modern needs of clients, without making the crucial mistakes that can sink a business.”
– Derek Notman, Founder & CEO
The Conneqtor On-Demand Academy Includes:
- Everything you need to Start, Run, Grow, and Effectively Market your business
- 14+ modules and 28+ walkthroughs consisting of over 15 hours of on-demand video lessons
- Customizable templates for everything from your blog posts and email marketing campaigns to fact finders to use with clients
- 24/7 Access from anywhere in the world so you can learn on your time, regardless of where you are
- 7 bonuses that enable deeper relationships with clients
- Global Conneqtor Community of Advisors
Learn for Life.
One critical aspect & benefit of Conneqtor is the fact that we’re constantly learning (Derek is still an active advisor) and improving upon our best practices. Unlike the expensive coaching, canned content, and subscription services that can add up to over $10,000 by year two, we offer very competitive & affordable membership levels so that once you join, you’re always staying up-to-date on how to maintain and improve your financial advisory practice as we continually test and add content while also giving you exclusive access to a private advisor community and special access to our preferred and vetted service providers.
Join the Global Conneqtor Community
Learning isn’t only done through watching videos on a webpage. We realize that our members have incredible potential to learn from each other to help grow their own businesses. Having trouble implementing a new technology? Want advice on a new marketing campaign? Tap into our exclusive and active community (private LinkedIn group) of 21st century advisors who will support you as you transform your practice.
WHAT OTHERS ARE SAYING ABOUT CONNEQTOR
Aaron Klein, Co-Founder and CEO at Riskalyze
Derek was leading the 'virtual advisor' wave before COVID forced everyone to learn it.
Mark Pfaff, Executive Vice President for a Fortune 100 Financial Services Company (Retired)
"I have known and watched Derek since his earliest days as a financial professional. In my 30 years in the industry I have never seen anyone do what Derek has done... NEVER! Derek has started, changed and grown his operation to a high-level producer, from "scratch", three times! Three!
I am excited to have discussed this system with Derek and to have provided some input along the way as he has developed Conneqtor. I think we all know virtual sales is where financial services need to go as we move further into the 21st Century. Derek provides both the road map towards that destination, as well as "proof-positive" that it works.“
Mike Ruff, CFP, CPA
Derek’s obvious life of exceptional success in financial planning makes the Virtual Advisor System loaded with actionable information. As seen through the filter of 43 years as a CPA and 30 years as a CFP this system is excellent for virtual advisors as well as brick and mortar advisors.
Malique Micenheimer, Financial Services Professional - Agent at New York Life Insurance Company
“The virtual advisor system has changed my business but more importantly, has elevated my way of thinking. I think a subtle realization of how much the system was working was during a first meeting and a prospective client asked how my daughter was doing, by her name. The system is not just a one and done process in my opinion. Not a fad diet. This is a lifestyle change for you and your business. Thank you for putting this together Derek and thank you for the guidance as I continue on my journey.”
Giuseppe (Joe) Bianco, Agency Owner at Cambium Strategies, LLC
“Derek’s system isn’t a “How to Set-up an Office in your House” program – you can get that advice anywhere. His system is designed to teach you a new way to operate, a new way to market, a new way to build trust and rapport with prospects and clients, a new mindset of what you want from life and your business.”
Jessica Durand, M.A. Financial Services Professional
"In my time as a financial professional, I have never encountered a teacher like Derek Notman. Our industry can be so impersonal, so numbers driven. I believe that many of our counterparts leave the business because their work is not life driven. That disconnect can be maddening. One major thing that Derek understands and teaches, is that in order to be a good advisor there is an amount of internal work that needs to happen first. With Connector, I now have specific tools, and specific strategies that align with how I’ve always wanted to do my work - from my heart."
Stephen Levine, President, Harbor Financial, Inc.
“I think the program is great!!! I highly recommend that everyone in our business subscribes and uses at least part of the system even if they don't want to be 100% virtual. I have an incentive to increase and focus my marketing as a Virtual Advisor. I'm looking forward to implementing the program completely to achieve the exponential growth Derek discusses in the program. I am so motivated.”
re-priced for your country – pay in your local currency
(updated on checkout page)
For 6 Months
Includes all of Platinum & Gold, plus
- The entire Conneqtor collection of on-demand courses (13+ modules) with everything you need to start (or transition), run, grow, and market your practice
- Step-by-step learning curriculum & toolset – concept to tactics
- Learn and implement everything within 6 months to bring your advisory practice into the digital world
- Figure out your Why
- Define your Ideal Client and Brand
- How to work with compliance
- Upgrade your physical infrastructure
- Digital marketing infrastructure, strategy, and basics
- How to set up your website, SEO basics, positioning statement, marketing fundamentals
- How to create Trust & Transparency
- Proven & repeatable Virtual Sales Process
- How to build a virtual or semi-virtual team
- Social media marketing best practices & templates
- Outbound approach scripts & templates
- Plug n Play Blog post, eBook, Webinar, and Email templates
I’ve created the following bonuses as a way to jump start your 21st century practice. They are actionable
ideas & examples you can use to get started today.
Private Online Advisor Community
Mock Client Sales Process
Endless Warm Referrals – Virtually
Collection of 3rd party articles
The New Jersey Experiment
$5 million client in the morning, Surfing in the afternoon
Recommended Resources & Preferred Access Section
Remember, put good in, get good out.
Conneqtor Coaching has the power to take your business to the next level; putting you in control of who you work with, how you work with them, to do it from virtually anywhere, and most importantly that you are able to do it without putting your own hopes, dreams, and goals aside.
My team and I believe 100% in the value and power of Conneqtor™. If you embrace what you learn, are willing to put in the work and effort, and ultimately take action then there is no reason why you cannot be successful using Conneqtor™.
The World is no longer limited by location. Why should your business be?
If you are tired of doing things like it’s still 1985, then it is time to make a change, update your business, 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, IG Wealth, Canada Life Insurance Company, Sanlam, and a variety of RIA’s and IAR’s have already invested in Conneqtor, now it’s your turn.