Conneqtor

FINANCIAL ADVISORS DESERVE MORE

DESIGN YOUR PRACTICE TO THRIVE IN THE 21ST CENTURY
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FINANCIAL ADVISORS DON'T NEED TO FEEL OVERWHELMED

"In 2013 I set off on a journey to challenge the traditional advisor model. I moved my entire practice online, and have been constantly iterating on my business model since then to optimize both life-work balance, and a constant flow of new clients. I learned how to thrive in the 21st century and as I coached others to do the same, I saw the same mistakes being made. This was my motivation & inspiration to develop Conneqtor, to provide an exact guide on how to adapt to the modern needs of advisors & clients, without making the crucial mistakes that can sink a business.”

– Derek Notman, Founder & CEO

Financial Advisors Get The Following From Conneqtor:

FINANCIAL ADVISORS LEARN FOR LIFE.

At Conneqtor we’re constantly learning (Derek is still an active advisor) and improving.  As we learn, test, verify, and update our material you will get access to all of it for no additional cost.

JOIN THE GLOBAL FINANCIAL ADVISOR COMMUNITY

Learning isn’t only done through watching videos on a webpage. We realize our members have incredible potential to learn from each other to help grow their own businesses. Having trouble implementing a new technology? Want advice on a new marketing campaign? Tap into our exclusive and active community of 21st century advisors who will support you as you transform your practice.

WHAT OTHER FINANCIAL ADVISORS ARE SAYING ABOUT CONNEQTOR

IT'S TIME TO BECOME A CONNEQTED ADVISOR

MULTI-ADVISOR OFFICE, RECRUITING, AND ENTERPRISE SOLUTIONS

Learn more about how Conneqtor can be used for multiple advisor offices, recruiting, training, and enterprise solutions.

REMEMBER, PUT GOOD IN, GET GOOD OUT.

Financial Advisors that invest in Conneqtor are empowered to take their business to the next level; putting you in control of who you work with, how you work with them, to do it from virtually anywhere, and most importantly that you are able to do it without putting your own hopes, dreams, and goals aside.

THE WORLD IS NO LONGER LIMITED BY LOCATION. WHY SHOULD YOUR BUSINESS BE?

If you're tired of doing things like it’s still 1985, then it is time to make a change, update your business, and join fellow advisors in the 21st century movement.