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I created a special free E-Book called the The Financial Advisor Virtual Movement Proclamation to share my journey as a virtual financial advisor.  It is a vital read for financial advisors looking to dominate in a digital world while having an awesome life/work balance.”

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Are you ready to join fellow NextGen Financial Advisor entrepreneurs in the virtual movement of the future?

Are you tired of the following?

  • Weekly phone clinics to “dial for dollars” attempting to set
    appointments with cold leads?
  • Hosting free steak dinners and cheesy seminars?
  • Wasting countless hours driving tens of thousands of miles a year?
  • Having to meet with potential clients in their home at night?
  • Not having a constant flow of warm prospects to meet with?
  • Paying high overhead for office space and staff?
  • Missing special moments with your family?
  • Not making the money you thought you would?

If you are tired of doing things the way they have been done for over 100 years, then it is time to make a change and join fellow entrepreneurs in the virtual movement of the future.

I created a special free E-Book called the The Financial Advisor Virtual Movement Proclamation to share my journey as a virtual financial advisor.  It is a vital read for financial advisors looking to dominate in a digital world while having an awesome life/work balance.”

Join our mailing list to Download it Now

(We never spam or sell our users information.)

WHAT OTHERS ARE SAYING ABOUT CONNEQTOR

Virtual advisor system

"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.“

Mark Pfaff

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

Virtual advisor system

“Conneqtor gives me the ability to help clients pursue their hopes, dreams, and goals without sacrificing mine. Working virtually has allowed me to increase the time I spend with my family, expand the boundaries of my practice, and use my skills more efficiently. I’ve been searching for something within this career for two years now… I’ve finally found it. The industry is evolving, and the Conneqtor adapts beautifully.”

Cole O' Brien, Financial Services Professional

Virtual advisor system

“The strategies you provided go deeper into truly becoming a credible source in the virtual world versus simply having a social presence. While Conneqtor does take diligence and will certainly force many out of their comfort zones (myself included) it has the ability to be a true differentiator for any agent utilizing the system and will set them apart from both the brick and mortar and kitchen table agents. There is no question this is a form of communication clients are hungry for and the impact the Conneqtor has can change the lives of the clients who embrace it as well as the lives of the agents.”

Kristin Stutz, Financial Services Professional

Virtual advisor system

"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."

Jessica Durand, M.A. Financial Services Professional

Virtual advisor system

“I received my first unsolicited referral from a client today. We aren’t even through the entire planning process but it seems like the client we’ve been working with is so comfortable and pleased with the level of service he’s getting that he’s willing to recommend us to others before we’ve even done any business together!”

Josh Selje, Financial Services Professional

Virtual advisor system

“I’ve learned a great deal in a short time and believe fully that this approach has the potential to be a “game-changer” in this industry. Not just a game-changer but the absolute future of what we know now to be financial services.”

Greg Thomas, Financial Advisor

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