We give financial advisors the master blueprint to start, build, and grow their business in months, not years. Through a coaching rich environment, Conneqtor’s proven model teaches you everything, step-by-step, to thrive in the 21st century through a combination of on-demand online learning, tactical how-to’s, plug-n-play templates, and global advisor community. Building a financial advisory practice never felt so good.
Our sweet spot is serving financial advisors who are in their first 5 years and/or those looking to retool and upgrade their business to thrive in the 21st century.
Comprehensive and turn-key, Conneqtor covers everything you need to start, run, grow, and market your business in the digital world we live in, even if you wish to do so as a virtual financial advisor.
Hi, I’m Derek! I started in our industry in 2006 and transitioned my brick & mortar business, Intrepid Wealth Partners, to a virtual/digital practice in 2013 when the industry barely recognized the concept. 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 I’ve ever had. Being an advisor never felt so good!
Like most of you I became a financial advisor to fulfill my passion for helping people. The problem? I wasn’t sure how to build my business and didn’t feel the outdated strategies & tactics I was being taught were the answer. I quickly realized people wanted great advice but as advisors we weren’t being taught how to thrive in the 21st century.
I was hungry so I was willing to work long hours, knock on doors, and cold call. I also was duped into investing many thousands of dollars into marketing gurus and training programs that left something to be desired.
I got tired of missing special moments with my family, so I combined 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.
I’ve been on numerous podcasts like the Financial Advisor Success Podcast with Michael Kitces, was 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).
Yes? It’s only normal!
Conneqtor™ is result of many years of research and trial & error that answers all of these questions and more. From one advisor to another, I built Conneqtor to help you thrive.
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.)