Empowering Financial Advisors to Achieve Excellence - Your Path To Success Starts Here

Great course and resources. It is like having a conversation with a good friend. Answers the whys and the how's of building a great practice. It gave me the courage and tools to take my practice from 100% in office to fully remote which has allowed me to add balance to my life and increase profitability.

Let me start by saying how much I have gotten out of your program in the last year. The information is clear and the program is laid out in a way where its easy to understand and put into action. I would recommend the program for anyone looking to take their pratice to the next level.

Derek is very knowledgeable and passionate about helping advisors build and grow their digital practice. His program, training and coaching all exemplify his dedication to the vision. He is a great "conneqtor" for advisors who truly want to grow their practice.

At at time when the world was in turmoil, Conneqtor provided direction and a plan to enable me to shift my thinking and my business to turn a crisis into a success.

As someone who values the importance of professionalism in the financial advising industry, I am amazed to observe the huge value add with Conneqtor. Anything that can uplift the status of our profession and ensure that more financial advisors are equipped with the right tools and knowledge to serve their clients to the best of their abilities, gets my full support. The incredible effort and commitment Derek Notman put into creating massive content to evolve into a financial professional is commendable. Conneqtor provides financial advisors with the training, tools, and community they need to build, grow, and market their businesses successfully. The on-demand online learning, tactical how-to's, plug-n-play templates, and community of like-minded professionals make Conneqtor an exceptional resource for financial advisors. Conneqtor is an empowering platform that helps financial advisors become more efficient and profitable while effectively managing risk, work with bigger and more ideal clients, work from anywhere while becoming borderless, and leverage their time to increase their effectiveness. The platform is designed to help financial advisors achieve an awesome a whole person balance lifestyle while living the life of their dreams and helping their clients do the same. Conneqtor is a valuable resource for financial advisors seeking to take their business to the next level. Its proven concepts, strategies, and tactics, which I use many myself, are sure to help financial advisors achieve their goals and realize their dreams. I highly recommend this platform to any financial advisor looking to expand their skill set and grow their business while upholding the standards of professionalism in our profession! Kobus Kleyn CFP

Conneqtor value for me professionally and personally has been tremendous. I saw that going virtual would be the future. The pandemic really reinforced that. Conneqtor connected the dots and tighten the screws of my practice. It accelerated the refinement process. Thank you Derek for creating this.

I bought Conneqtor to better equip myself for a practice that has a Remote First Mindset. Conneqtor goes through lots of modules to help you understand the Remote First Mindset, the various forms of marketing tools, how to conduct prospect and client meetings and an example of an all remote service team.

Derek Notman was a Virtual Advisor well before Covid and has amassed a wealth of knowledge and tools about running a virtual practice. He is an excellent teacher and mentor, a positive and generous soul. The Conneqtor program put a jet engine in my practice, transforming it from bricks and mortar to virtual. Derek continues to be a valued friend and mentor well after the program ended. I highly recommend Conneqtor to anyone looking to move into a virtual practice.

Derek's teaching not only enables financial advisors to adapt to the digital economy, but it also provides them with a more fulfilling practice by working with their ideal clients. Additionally, this process enhances the client education and marketing funnel, ensuring that advisors can better educate their clients about their financial options and attract new clients through effective marketing techniques.