Conneqtor is a financial advisor course & training that provides the master blueprint to start, build, grow, and market your business in months, not years. Through a coaching rich environment, Conneqtor’s financial advisor training teaches advisors everything, step-by-step through a combination of on-demand online learning, tactical how-to’s, plug-n-play templates, and global advisor community. This is the financial advisor course you have been looking for.
Conneqtor is for financial advisors, registered representatives, and life insurance agents that range from independent RIA’s to IAR’s & B/D affiliations and captive agents who are in growth mode. The Conneqtor course is best serves 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. These advisors tend manage under $50 million in AUM and/or make less than $500,000 a year. Conneqtor is also a great tool for Recruiters looking to grow their teams with a turn-key training solution at a fraction of the cost of what they’ve been using.
Advisors with more than $50 million of AUM or making more than $500,000 a year and of course those not willing to learn and grow.
Do you ask Compliance for permission to buy & read a book? Of course not! You don't need permission from Compliance to use Conneqtor either. Conneqtor is not a software, it's a master blueprint and framework that teaches you everything you need to build an amazing business. We even dedicate an entire model to Compliance best practices!
Conneqtor is Agnostic. Think of it as your master blueprint, allowing you to learn and customize as you wish. It’s already being used by everyone from captive life insurance agents at large mutual life insurance companies to fully independent advisors (RIAs) and everyone in between. Learn everything to thrive while being able to customize it based upon your particular situation.
No, not at all! Conneqtor allows you to learn, customize, and scale to fit your comfort level and current business model. You can scale it up or down based upon your needs and always make changes in the future as you get more comfortable.
Both! Whether you’ve been a financial advisor for 6 months, 40 years, or somewhere in between there is a tremendous amount of information to help you take your business to the next level. If you are making less than $250,000 a year and are in growth mode than Conneqtor is exactly what you need.
Conneqtor is a better way to build and run your advisory practice in the 21st century. Although results will vary, Derek was able to reduce his overhead expenses by over ~61% while increasing his income by 20% a year, all while working less hours and realizing an amazing life/work balance.
Conneqtor’s course materials are offered as a digital product so you will not receive anything in the mail. Once you become a member you will be given instant, 24/7 access and instructions on how to get started right away.
We are constantly learning, testing, tweaking, and improving all aspects of what is taught in Conneqtor. To continue to have access to the most up to date content, tactics, and ideas we require a nominal monthly fee to maintain your membership.
Our cohorts cover everything in Conneqtor over 12 weeks. If you work hard and learn & implement what is taught you could see results in as little as 30-60 days, but realistically you should take 3-6 months to learn and implement everything that is taught. You will also come back regularly to learn & relearn as you go.
Conneqtor was designed as a modern, on-demand solution for advisors to learn together in a digital cohort setting. Derek, and some guest speakers, will conduct a series of live webinars (Q&A) during each cohort. There also is a ton of “coaching” baked into the Conneqtor content. Derek and his team continue to test and update new content and strategies after proving they work. Derek will be available via email and involved in the private advisor community to go over anything that comes up as you build your advisory practice.
Yes! Conneqtor is Advisor and Location agnostic. We already have advisors in the USA, Canada, South Africa, and India using the system. Although there may be some small tweaks depending on your country, tech, compliance, etc., the system was designed in a way where it can be used in virtually any environment.