Our comprehensive financial advisor training is turn-key, covering everything you need on how to become a financial advisor to start, run, grow, and market your business in the digital world we live in.
Hi, I’m Derek! I started in the financial services profession in 2006 and transitioned my brick & mortar business, Intrepid Wealth Partners, to a virtual/digital practice in 2013. Little did I know that it would be a game changer for me, my family, and my clients. I’ve grown my income over 20% a year, reduced my overhead by ~61%, and have the best life-work balance. Being an advisor never felt so good! Read below to read more about my journey and why I created Conneqtor.
Like most of you I became a financial advisor to fulfill my passion for helping people. The problem? I wasn’t sure how to become a financial advisor and build my business. The outdated strategies & tactics I was being taught weren’t working. People wanted great advice but we weren’t being taught how to become a financial advisor to thrive in the 21st century.
I was hungry so I was willing to work long hours, knock on doors, and cold call. Investing many thousands of dollars into marketing gurus, training programs, and financial advisor courses that left something to be desired.
Not having life-work balance and missing special moments with my family I decided to combine my passion for helping others with my desire to learn and do things better so I could build a business that let me thrive as an advisor.
My humble journey started like most advisors, along the way I founded Intrepid Wealth Partners, became a lifetime MDRT member, and was named as the Leading New Advisor for the State of Vermont in 2007.
You can find me on numerous podcasts including the Financial Advisor Success Podcast with Michael Kitces and my very own podcast, Rethink FA, with fellow advisor & fintech CEO Adam Holt. Was awarded the 2022 WealthManagement.com Rising Star Award and also named a finalist for the Wealthies. Was awarded the Riskalyze Advisor Appreciation Award in 2022. Named to InBusiness Magazine’s 40 under 40 class of 2019, and was also featured for the “Know Your Madisonian” Wisconsin State Journal 2017 edition. I’ve also had the pleasure to present to thousands of advisors and personally help hundreds update and transform their business.
In my free time I love to travel all over the world, and actually achieved million-miler status on Delta Air Lines 2020! I love spending time with my wife, son, and rescue dog who is from Beirut, Lebanon, tinkering with my 1965 Ford Mustang, driving super cars on a professional track, surfing, and enjoying a strong bourbon while enjoying a backyard BBQ (Braai).
Cheers, Derek
Derek created a special free E-Book called ‘The 21st Century Financial Advisor Proclamation’ for financial advisors. He shares his journey as an advisor, what he learned along the way, and where he sees the industry going. It’s a vital read for financial advisors looking to thrive in a digital world while having an awesome life/work balance. You will also be added to our email list for a variety of tips, tactics, and motivation to help you thrive.
(We never spam or sell our users information.)
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® (with plaque design) certification mark and the CFP® (with flame design) certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board also owns the CFP BOARD® service mark. Any marks owned by CFP Board are used with permission.
