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This is How Financial Advisors Thrive.

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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. That’s what prompted me to develop the Virtual Advisor System, 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

With our on-demand courses you get:

    • Everything you need to Start, Run, Grow, and Effectively Market your business
    • 13 modules and 28 walkthroughs consisting of over 15 hours of video lessons
    • Customizable templates for everything from your blog posts to your email marketing campaigns
    • 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

THE CURRICULUM

Learn for Life.

One critical aspect of the Virtual Advisor System 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 to the System while also giving you exclusive access to a private advisor community and negotiated discounts from a variety of service providers.

Pricing Options

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 virtual advisors who will support you as you move your practice online.

WHAT OTHERS ARE SAYING

WHAT OTHERS ARE SAYING ABOUT CONNEQTOR

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Aaron Klein, Co-Founder and CEO at Riskalyze

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Derek was leading the 'virtual advisor' wave before COVID forced everyone to learn it.

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Mark Pfaff, Executive Vice President for a Fortune 100 Financial Services Company (Retired)

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"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.“

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Mike Ruff, CFP, CPA

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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.

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Malique Micenheimer, Financial Services Professional - Agent at New York Life Insurance Company

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“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.”

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Giuseppe (Joe) Bianco, Agency Owner at Cambium Strategies, LLC

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“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.”

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Jessica Durand, M.A. Financial Services Professional

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"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."

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Stephen Levine, President, Harbor Financial, Inc.

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“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.”

PRICING

re-priced for your country – pay in your local currency

(updated on checkout page)

Gold Membership

$59/month

Cancel Anytime

  • Virtual Advisor System Exclusive access to private advisor LinkedIn community
  • Virtual Advisor System Recommended Apps & Programs
  • Virtual Advisor System Recommended Physical Infrastructure
  • Virtual Advisor System Recommended Virtual Assistants & Digital Marketing Teams
  • Virtual Advisor System Recommended Books
  • Virtual Advisor System Recommended Communities
  • Virtual Advisor System Access to exclusive & significant negotiated discounts with vetted & preferred providers like Asset Map, Riskalyze, Redtail, Advisor Websites, and many more, to help you run your business

Most Popular

Diamond Membership

$333/month

For 6 months, then $49/month

Includes all of Platinum & Gold, plus

  • Virtual Advisor System The entire Virtual Advisor System on-demand course (13+ modules) with everything you need to start (or transition), run, grow, and market your practice
  • Virtual Advisor System Step-by-step learning curriculum & toolset – concept to tactics
  • Virtual Advisor System Learn and  implement everything within 6 months to bring your advisory practice into the digital world
  • Virtual Advisor System Figure out your Why
  • Virtual Advisor System Define your Ideal Client and Brand
  • Virtual Advisor System How to work with compliance
  • Virtual Advisor System Upgrade your physical infrastructure
  • Virtual Advisor System Digital marketing infrastructure, strategy, and basics
  • Virtual Advisor System How to set up your website,  SEO basics, positioning statement, marketing fundamentals
  • Virtual Advisor System How to create Trust & Transparency
  • Virtual Advisor System Virtual sales process
  • Virtual Advisor System How to build a virtual or semi-virtual team
  • Virtual Advisor System Social media marketing best practices & templates
  • Virtual Advisor System Email marketing templates
  • Virtual Advisor System Blog post templates

Platinum Membership

$199/MONTH

For 3 months, then $49/month

Includes all of Gold, plus

  • Virtual Advisor System On-demand course for Advanced Digital Marketing
  • Virtual Advisor System Soup to nuts with everything you need to create, run, and leverage eBook, Webinar, and Email Marketing inbound client campaigns
  • Virtual Advisor System  Plug and play templates for your eBooks, Webinars, and Email Campaign

Enterprise Solutions

Learn more about how our solution can be used for multiple advisor offices and enterprise environments.

Learn More

Class Curriculum

The Virtual Advisor Movement
The Virtual Advisor Movement More about me (my virtual story), why the industry needs to change and how it already has started to.
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Introduction
The digital revolution of the last 20 years has drastically changed so many aspects of our lives. The financial services industry is a bit late to this party but is making up lost time by leaps & bounds. Consumers are demanding a new way of doing business, are you prepared for the future?
Module 1
We aren’t taught to pursue our hopes, dreams, and goals. We are taught to get an education, get a job, save money, and then someday do the things we want to do. Doesn’t this seem backwards? By defining your hopes, dreams, and goals for the future you are creating a real motivator to build a business that can help you achieve anything you desire. If done correctly, defining your hopes, dreams, and goals will help you with everything from your defining your brand and who your ideal client is to your processes and digital marketing messages. DO NOT SKIP OR GO THROUGH THIS MODULE TOO QUICKLY.
Module 2
Although you will be transitioning to a partial or all virtual business model there is still a physical infrastructure needed to maximize your potential as a virtual advisor. You will learn all you need to get the physical aspects of your virtual business in place in this module.
Module 3
Compliance is a very important aspect of the work we do. We must always protect our clients and their data and make sure the work we do satisfies the laws and polices we operate under. Learn what tools, processes, and best practices you can adopt to make sure your virtual business is always in compliance.
Module 4
In order to dominate in a digital world not only do we need to know who our “ideal client” is but where they are so we can market to them. The marketing systems of old no longer work in a digital world, thus it is crucial to learn the digital tactics and strategies needed to market yourself and your services to where people are.
Module 5
Who you work with used to be dependent on your physical location. Not anymore, you now can market to anyone, anywhere, as long as you first define who it is you want to market to. The importance of defining your “ideal client” cannot be overstated. No longer do you need to take a shotgun approach, but now you can take a laser focused one to work with people you truly want to help and enjoy getting along with. With big data at our fingertips we have the power to choose and vet the exact type of people we want to work with.
Module 6
Everything from creating content to SEO (Search Engine Optimization) is vitally important in order for you to capture the online audience you are looking to work with. In a world where virtually everything is available online it is important that your digital marketing strategy is not only defined but working in concert with everything else you are doing.
Module 7
In this module we continue to build upon the digital marketing infrastructure you have already put in place. As you will see you will now be able to further leverage the work, engagement, and following you have created to provide more value and opportunities to not only continue to grow your audience but give them the opportunity to flow through your digital marketing funnel to ultimately become clients.
Module 8
Part of your digital marketing efforts must be to nurture potential clients with great educational information. One of the best ways to do this after they attend a webinar or download one of your eBooks is to leverage email marketing campaigns. In this module you will learn everything you need to do and use to take advantage of email marketing to help drive in more ideal clients.
Module 9
Regardless of what we, as consumers, buy we are most comfortable making purchases when we feel the source is trustworthy and that they have been transparent in the sales process. The same holds true for us as virtual advisors. Thus, it is crucial that your digital presence embraces this Model as a way of doing business; everything from marketing to servicing clients.
Module 10
The sales process, if done correctly, is really not all that different whether we are doing it in person or virtually. The virtual sales process is built upon some fundamental sales strategies that have worked for a very long time. By conducting meetings virtually, you have simply changed the medium from a kitchen table to a laptop. Learn my proven 4 meeting process that can be used with virtually any client to sell them virtually any product or service you offer. As a bonus, this module also includes a Mock Client Experience using the Virtual Sales Process so you can see me in action taking a prospect through the entire virtual process.
Module 11
When working virtually it is vitally important that we ensure a great client experience. We should not assume that their perspective will be the same as ours during our meetings and conducting business. The best way to get a prospect or client comfortable working with you in a virtual manner is to make sure you are comfortable.
Module 12
One of the great benefits of running a virtual business is that you no longer have the same needs and responsibilities of a traditional brick & mortar business. Building a virtual support team ensures you can run an efficient and profitable business while reducing your overhead drastically from the old model.
Module 13
Great service is one of the keys to running a successful business. By building a virtual support team and leveraging technology not only can you provide great service but you can excel at it without it becoming a drain on your business.
Module 14
You’ve done it! You have put in the time and effort to create the virtual business of your dreams, congratulations! Review everything you have learned on your virtual journey and see how to set up your “ideal schedule”, one that is mutually beneficial for you and your clients. Done correctly, running a virtual business improves the way of life for all involved.
Bonus Materials

HOW ABOUT WE MAKE THIS AMAZING
OPPORTUNITY EVEN BETTER?

I’ve created the following bonuses as a way to jump start your virtual practice. They are actionable
ideas & examples you can use to get started today.

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BONUS #1

Private Online Virtual Advisor Community

Learn with other advisors taking the same journey you are. Support, tips, best practices, etc. all through a private
LinkedIn Group that is updated regularly from me and other advisors like us.
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BONUS #2

Virtual Mock Client Experience

Learn how to conduct virtual meetings by following the journey as I take a prospect from referral to becoming a client.
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BONUS #3

Endless Warm Referrals – Virtually

My proven method to have an endless stream of warm referrals to work with.
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BONUS #4

Collection of 3rd party articles

A collection of articles with loads of information from virtual best practices to tips on how to market yourself virtually.
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BONUS #5

The New Jersey Experiment

A real-world case study on how I was contacted by a lead in New Jersey and how he ended up becoming a great client, all virtually.
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BONUS #6

$5 million client in the morning, Surfing in the afternoon

How I was able to write business with a high net worth client in the morning and then go surfing in the afternoon, all while we were in different time zones.
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BONUS #7

Going Virtual Recommended Resources Section

A section of curated and tested recommendation for advisors to thrive in a digital world.  Everything from tech to books we have you covered.

Remember, put good in, get good out.

This system has the power to change everything about how you run your business; 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 The Virtual Advisor System™. If you embrace what you will 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 the Virtual Advisor System™.

DOWNLOAD OUR EBOOK

Frequently Asked Questions

Who is The Virtual Advisor System™ for?

This system 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 exponentially increase their income while drastically reducing their overhead by embracing the virtual or semi-virtual model to dominate in the digital world we live in while living the life of their dreams.  It is also for Recruiters looking to grow their teams with a turn-key training solution at a fraction of the cost of what they have been using.

Who this system is NOT for?

If you think that clients will never work with and buy from you virtually, even though they buy almost everything else online, then this is not for you. If you expect it will be “easy” to build or transition your business into a virtual powerhouse without putting in real effort, then this is not for you. If you are looking for a band aid as a quick-fix to an already failing business then this is not for you.

Will the System work for my situation?

The System is Agnostic.  Think of it as your master blueprint, allowing you to learn and customize as you wish.  It is already being used by everyone from captive life insurance agents at large mutual life insurance companies to fully independent advisors and everyone in between.  You get to learn everything you need and then customize it all based upon your particular situation.  Virtually anyone can embrace the system!

Do I need to go entirely virtual?

No, not at all! This system is customizable and scalable 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. If you are unsure, the easy way to transition is to start servicing your existing clients virtually, it is a great way to learn all the nuances of working virtually.

Is this system only for new financial professionals?

Certainly not. I ran a traditional brick & mortar business for 8 years before making the transition to a virtual business.

Do I need to travel to work as a virtual advisor?

No. Although I travel extensively each year for fun, and work while doing it, it does not mean that you must. You can just as easily work from your home, a small office, co-working space, or even a local coffee shop. The real value of this system is that it gives you great flexibility and more time to work with more people. You can get more done in less time. I choose to use my extra time to travel and spend time with my family, all while knowing I can grow and manage my business from anywhere. What you choose to do with your extra time is up to you!

Is it expensive to set up a virtual business?

Although you still need to spend money to set up and run a virtual business it is drastically less than what you currently are or would spend on the traditional model. Derek was able to reduce his overhead expenses by over ~61% in adopting the virtual business model.

Why is The Virtual Advisor System™ less expensive than other systems and coaching programs?

By embracing a “virtual” mindset, Conneqtor was built using entirely virtual resources, thus the initial and ongoing operating expenses for Conneqtor – The Virtual Advisor System™ are less expensive which we pass on to you through a more competitive price.

Am I being shipped a physical product?

The entire system and course materials are offered as a digital product so you will not receive anything in the mail. Once you enroll you will be given direct, 24/7 access and instructions on how to get started right away.

How quickly can I expect results?

If you work hard, follow the system, and get out of your own way you can see results in as little as 30-60 days.

Is this a coaching program, will I have access to Derek?

I have designed the system to be virtually 100% DIY.  There is a ton of “coaching” in the system 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 the System to thrive in the digital world we live in.  Derek and his team continue to test and update the System with 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 virtual practice.

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

Yes!  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.

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 and join fellow entrepreneurs in the virtual movement of the future.

Purchase Now DOWNLOAD OUR EBOOK

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.