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
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.
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 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)
- Exclusive access to private advisor LinkedIn community
- Recommended Apps & Programs
- Recommended Physical Infrastructure
- Recommended Virtual Assistants & Digital Marketing Teams
- Recommended Books
- Recommended Communities
- 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
For 6 months, then $49/month
Includes all of Platinum & Gold, plus
- The entire Virtual Advisor System on-demand course (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
- Virtual sales process
- How to build a virtual or semi-virtual team
- Social media marketing best practices & templates
- Email marketing templates
- Blog post templates
For 3 months, then $49/month
Includes all of Gold, plus
- On-demand course for Advanced Digital Marketing
- Soup to nuts with everything you need to create, run, and leverage eBook, Webinar, and Email Marketing inbound client campaigns
- Plug and play templates for your eBooks, Webinars, and Email Campaign
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.
Private Online Virtual Advisor Community
LinkedIn Group that is updated regularly from me and other advisors like us.
Virtual Mock Client Experience
Endless Warm Referrals – Virtually
Collection of 3rd party articles
The New Jersey Experiment
$5 million client in the morning, Surfing in the afternoon
Going Virtual Recommended Resources Section
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™.
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?
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.
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.