Conneqtor

ATTRACT. TRAIN. RETAIN.

EMPOWER MORE ADVISORS.

Enterprise Solutions For Financial Advisor Training

Are you a C-suite Executive, Director, Manager, Partner, Recruiter, or Development Manager looking to attract, hire & train more financial advisors?

Conneqtor is the exact Enterprise Financial Advisor Training Solution you’ve been looking for!

ATTRACT & HIRE MORE ADVISORS

STREAMLINED & SCALED TRAINING

IMPROVE ADVISOR RETENTION

HOW FINANCIAL ADVISORS WANT TO BE TRAINED

The Conneqtor Financial Advisor Course & Training Program is the proven cutting-edge and modern method that recruiters, trainers, and managers are leveraging to attract, hire, train, and empower the financial advisors they support.

Whether you are an enterprise with thousands of new advisors being hired each year or a nimble firm looking to hire and train a smaller group of advisors, you now have a modern, proven system to attract, train, and retain your best financial 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 – companies, firms, recruiters, managers, and trainers that understand and embrace this will also thrive. Recruiting qualified financial advisors and training them in a way that gives them the best chance of success is how you and your company grow. With the Conneqtor Financial Advisor Course & Training Program, 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 financial advisors. Plugging into an on-demand, turn-key training system is how you scale while making sure your virtual 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 & PERFECTING THE 21st century model 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.

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, Momentum, SANLAM, AND A VARIETY OF RIA’S AND IAR'S ARE ALREADY LEVERAGING CONNEQTOR FOR THEIR BUSINESSES – NOW IT'S YOUR TURN.

C-suite executives, managers, partners, recruiters, and development trainers

are looking to attract, hire & train more advisors.

HERE’S A BETTER WAY TO TRAIN YOUR FINANCIAL ADVISORS

If you’re looking for a better way to grow your organization, Conneqtor is exactly what you’ve been looking for to thrive in the 21st century.

Special pricing available for enterprises and multiple advisor offices.

Are you an independent advisor looking for a personalized solution?

Checkout what Conneqtor can do for you!