Conneqtor

ATTRACT.
TRAIN.

ATTRACT.
TRAIN.

EMPOWER MORE ADVISORS.

EMPOWER MORE ADVISORS.

ATTRACT & HIRE MORE ADVISORS

STREAMLINED & SCALED TRAINING

IMPROVE ADVISOR RETENTION

HOW ADVISORS WANT TO BE TRAINED

Conneqtor is the proven cutting-edge and modern method recruiters, trainers, and managers are leveraging to attract, hire, train, and empower the financial advisors they support.

Recruiters now have a modern, proven system to attract, train, and retain more advisors.

LEARN TO CRAFT YOUR UNIQUE STORY

“PEOPLE DON’T BUY WHAT YOU DO; THEY BUY WHY YOU DO IT.”

– Simon Sinek, 2009 TED Talk

Why should advisors chose to sign on with you?  What makes you, your company, and your training different?  Advisors want to thrive in the digital world, recruiters that understand and embrace this will also thrive.  Recruiting qualified advisors and training them in a way that gives them the best chance of success is how you and your company grow.  With Conneqtor you now have something that is unique, modern, and cutting-edge that will make your offering truly unique.

SCALABLE AND CONSISTENT TRAINING

Training new advisors, or upskilling veteran advisors you just recruited, is a time consuming process, especially when you are constantly trying to recruit more advisors.  Plugging into an on-demand, turn-key training system is how you scale while making sure your advisors are all taught the same skills, concepts, ideas, and tactics they need to succeed and thrive.  Conneqtor is your solution. 

DEREK NOTMAN, FOUNDER & CEO

I’VE BEEN REFINING AND PERFECTING THE VIRTUAL METHOD SINCE 2013: I LIVE & BREATH IT EVERY DAY.

I transitioned my brick & mortar business, Intrepid Wealth Partners, to a modern 21st century 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 was able to increase my income by 20% a year, reduce my overhead by ~61%, all while realizing an amazing life-work balance.   As an actively practicing advisor I know exactly what advisors want and need to be successful.  Conneqtor was created to serve the advisor community.

HERE’S A BETTER WAY TO ATTRACT, RECRUIT, TRAIN, AND RETAIN YOUR ADVISORS.

If you are looking for a better way to grow your organization, then it is time to make a change and bring your organization into the 21st century.

Special cohort pricing available for enterprises and multiple advisor offices.

ADVISORS IN THE USA, CANADA, SOUTH AFRICA, AND INDIA FROM COMPANIES LIKE EDWARD JONES, LPL, NEW YORK LIFE, MASSMUTUAL, PRUDENTIAL, IG WEALTH, CANADA LIFE INSURANCE COMPANY, SANLAM, AND A VARIETY OF RIA’S AND IAR’S ARE ALREADY LEVERAGING CONNEQTOR FOR THEIR BUSINESSES, NOW IT’S YOUR TURN.