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Update your practice for the 21st century – At your fingertips

WATCH THE DEMO

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

THE CURRICULUM

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.

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 21st century advisors who will support you as you transform your practice.

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.”

MEMBERSHIP PRICING

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

(updated on checkout page)

Most Popular

Diamond Membership

$333/month

For 6 Months

Then $49/month

Includes all of Platinum & Gold, plus

  • Virtual Advisor System The entire Conneqtor collection of on-demand courses (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 Proven & repeatable 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 Outbound approach scripts & templates
  • Virtual Advisor System Plug n Play Blog post, eBook, Webinar, and Email templates

Multi-Advisor Office, Recruiting, and Enterprise Solutions

Learn more about how Conneqtor can be used for multiple advisor offices, recruiting, training, and enterprise solutions.

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

ADDITIONAL BENEFITS

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.

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BONUS #1

Private Online 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

Mock Client Sales Process

A real world example of how to leverage a robust sales process that you can use to sell any service or product.  Watch Derek take a new client from lead/prospect to paying customer via his entire marketing, sales, data gathering, and closing process.
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BONUS #3

Endless Warm Referrals – Virtually

A 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.
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BONUS #5

The New Jersey Experiment

A real-world case study on how Derek 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 Derek was able to write business with a high net worth client in the morning and then go surfing in the afternoon, all while they were in different time zones.
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BONUS #7

Recommended Resources & Preferred Access Section

Curated and tested recommendations for advisors to thrive in a digital world, everything from tech to books we have you covered.  Also receive special access to preferred service providers to help you run your business.

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™.

UPDATE MY PRACTICE

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.

UPDATE MY BUSINESS  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.