Conneqtor

Get Started on How To Become A Financial Advisor

"THIS IS THE FINANCIAL ADVISOR COACHING, COURSE & TRAINING I WISH I HAD WHEN I STARTED"

"In 2013 I set off on a journey to challenge the traditional model on how to become a financial advisor. I moved my entire practice online and have been constantly iterating on my business model 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, the financial advisor course & training I wish I had when I started. It provides an exact guide on how to become a financial advisor and build your business to meet the modern needs of advisors & clients, without making the crucial mistakes that can sink a business.”

– Derek Notman, Founder & CEO

The Conneqtor Financial Advisor Coaching Course & Training Program Provides You With The Following:

financial advisor coaching course & training

FINANCIAL ADVISORS LEARN FOR LIFE.

At Conneqtor we’re constantly learning (Derek’s still an active advisor) and improving on how to become a financial advisor.  As we learn, test, verify, and update our financial advisor coaching course material you will get access to all of it.

Conneqtor is a CFP Board CE Sponsor

"Really enjoying the content found in each of the modules and sincerely thank you for sharing so much detail. As I mentioned on our brief call before making the purchase, I'm brand new to the industry after spending 21 years in the tech industry. I absolutely love what I do now. For me it has to be more than just money at this point in my life - I want to make a difference, I wanted my girls to see that their dad isn't too old or scared to completely change careers, and a part of my legacy has to be for my girls to see that I helped make a difference in the lives of others. So when I say thank you for sharing and teaching me 'how' to structure my business and to help minimize that ramp up time, my family thanks you sir. Like you told me on the phone when I asked why others didn't succeed after going through your program, and your response was, 'you can lead a horse to water, but you can't make him drink!'. I am drinking daily Derek and want to be the absolute best I can be for those that I serve. 
Thank you again and make it an awesome day!!!"

Brian D. Carlson

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 financial advisors who will support you as you transform your practice.

WHAT OTHER FINANCIAL ADVISORS ARE SAYING ABOUT CONNEQTOR

Still Unsure?
Schedule a 15 minute Q&A meeting with Derek Notman to ask all your questions.

MULTI-ADVISOR OFFICE, RECRUITING, AND ENTERPRISE SOLUTIONS

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

It's time to grow with Conneqtor Financial Advisor Coaching.