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Conneqtor

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

Leverage expert coaching, training, and programs to implement proven concepts, strategies, and tactics to successfully build, grow, and market your business.

As Featured In

THE CONNEQTOR FINANCIAL ADVISOR COACHING COURSE & TRAINING

CONCEPT TO TACTICS

OUR COACHING & TRAINING INCLUDES CONCEPTS, STRATEGIES, AND STEP-BY-STEP TACTICS.
TEACHING YOU HOW TO BECOME A FINANCIAL ADVISOR WITH EVERYTHING YOU NEED TO THRIVE IN A DIGITAL WORLD.

Conneqtor is the most legit, in-depth, and comprehensive financial advisor training available.

Mark Lotocky
Mark Lotocky
2023-04-12
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.
James Allison
James Allison
2023-04-07
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.
Leaddog One
Leaddog One
2023-02-28
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.
Tom Bloy
Tom Bloy
2023-02-28
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.
Kobus Kleyn CFP
Kobus Kleyn CFP
2023-02-27
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
William Salazar
William Salazar
2023-02-26
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.
Andrew Leeman
Andrew Leeman
2023-02-22
Christopher Cook
Christopher Cook
2023-02-22
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.
Laurie Adams
Laurie Adams
2023-02-21
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.
Jim Carlson
Jim Carlson
2023-02-21
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.
financial advisor coaching

FINANCIAL ADVISOR COACHING COURSE TO:

HOW TO BECOME A FINANCIAL ADVISOR REQUIRES THE RIGHT COACHING, COURSE & TRAINING TO ACQUIRE MORE IDEAL CLIENTS

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.

Training Financial Advisors to Thrive with:

BUILT FOR FINANCIAL ADVISORS, BY A FINANCIAL ADVISOR TURNED FINTECH CEO

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.

The Conneqtor Coaching Mission: To improve the advisor success rate by teaching how to become a financial advisor faster while avoiding common pitfalls.

How we do this:

  1. Education (Concepts to tactics, everything you need to know & do to thrive)
  2. Empowerment (Advisors deserve to be happy and find the success they desire, everything we teach has this at its core)
  3. Community (Advisors that know together, grow together.  We’re all on the same team)

WHO'S USING CONNEQTOR?

Hundreds of advisors in the USA, CANADA, SOUTH AFRICA, IRELAND, UNITED KINGDOM, and even GAUM from companies like the following and a variety of RIA’S and IAR’S have already leveraged the CONNEQTOR FINANCIAL ADVISOR COACHING & TRAINING, now it's your turn.

A NOTE FROM A FELLOW ADVISOR

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

DITCH THE PAST

EMBRACE THE PRESENT

THE CONNEQTOR FINANCIAL ADVISOR COACHING COURSE IS EXACTLY WHAT YOU'VE BEEN LOOKING FOR

It's time to make more, spend less, work from anywhere, and realize an amazing life-work balance with Conneqtor.

how to become a Financial advisor

How to be a Successful Financial Advisor in the 21st Century eBook - DOWNLOAD

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.