THE

21 CENTURY
ST

FINANCIAL ADVISOR
PROCLAMATION

A VITAL READ FOR FINANCIAL ADVISORS LOOKING

TO EVOLVE & THRIVE IN A DIGITAL WORLD WHILE
HAVING AN AWESOME LIFE-WORK BALANCE.

Originally Published as
The Financial Advisor Virtual Movement Proclamation - October 2019.
Revised June, 2021.
1
INTRODUCTION
Conneqtor Is empowering financial advisors to thrive In the 21st century by
helping them:
• Exponentially Increase their Income
• Drastically lower their expenses
• Reach and acquire more Ideal clients (predictable lead generation)
• Leverage your time & money to increase effectiveness
• Have location independence
• Achieve an amazing life-work balance

If you are looking for motivation & Inspiration to take your practice to the
next level, then this eBook is exactly what you need to read.

CHAPTERS
INDUSTRY DISRUPTERS 4

WHAT OTHERS ARE SAYING ABOUT CONNEQTOR 5

THE 100 YEAR STORM IS COMING….HERE 7

MY THOUGHTS ON OUR INDUSTRY 9

OUT WITH THE OLD, IN WITH THE NEW 10

THE HOPES, DREAMS, AND GOALS – OF THE ADVISOR 12

TESTED IN THE TRENCHES 14

LOCATION INDEPENDENCE 16

THE SUPERCAR PHILOSOPHY 18

HOW WE EMPOWER FINANCIAL ADVISORS 20

WHAT IS THE SINGLE MOST IMPORTANT THING YOU

WANT YOUR BUSINESS TO DO FOR YOU? 21

2
CHANGE REQUIRES
PIONEERS WHO ARE
WILLING TO GET
ARROWS IN THEIR
BACKS.

3
INDUSTRY DISRUPTERS
WHEN YOU LOOK AT THE HISTORY OF ANY INDUSTRY AND THE MONUMENTAL
CHANGES THAT MUST BE OVERCOME FOR THE INDUSTRY TO SIMPLY ENDURE YOU
WILL FIND A COMMON THREAD… DISTRUPTION.

Every industry will have a group of disrupters who were at the forefront of the charge to
challenge and improve the status quo.

I have always loved the old saying, “leave pioneering to the pioneers, unless you want
arrows in your back”. I think it’s more than appropriate for our industry. It takes a group of
pioneers who are willing to try, fail, and try again (here come the arrows) to push forward
and change an industry from within.

I have received my fair share of arrows and suspect there will be plenty more in the
future…and welcome them as it means I am pushing the envelope of change and growing.
Although I consider myself an entrepreneur, I definitely could not have built my 21st
century advisory practice or Conneqtor without the inspiration and support from others
and would be remiss if I didn’t give credit to where credit is due.

I think of my dear friend and mentor, Frank, who has guided me through so many
challenges. I look at people like Jason Wenk, Aaron Klein, Adam Holt, my friends at Red
Planet Ventures and a select group of others that have all been genuine, honest, and
willing to do whatever it took (and endure a few arrows of their own) to effect positive
change on our industry while also supporting those like yours truly.

Pioneering is tough work but necessary for change and good things to happen.

4
WHAT OTHERS ARE
SAYING ABOUT
CONNEQTOR
“I have known and watched Derek since his earliest days as
a financial professional. In my 30 years in the industry I have
never seen anyone do what Derek has done... NEVER! Derek
has started, changed and grown his operation to a high-level
producer, from “scratch”, three times! Three!

I am excited to have discussed this system with Derek and to

have provided some input along the way as he has developed
Conneqtor. I think we all know virtual sales is where financial
services need to go as we move further into the 21st Century.
Derek provides both the road map towards that destination, as
well as “proof-positive” that it works.”

Mark Pfaff,
Executive Vice President for a Fortune 100 Financial Services
Company (Retired)

“Derek was leading the ‘virtual advisor’ wave before COVID

forced everyone to learn it.”

Aaron Klein,
CEO & Co-Founder, Riskalyze

“The strategies you provided go deeper into truly becoming a

credible source in the virtual world versus simply having a social
presence. Conneqtor has the ability to be a true differentiator
for any advisor and will set them apart from both the brick and
mortar and kitchen table advisors.

There is no question this is a form of communication clients are

hungry for and the impact Conneqtor has can change the lives of
the clients who embrace it as well as the lives of the advisors.”

Kristin Stutz,
Financial Advisor

5
“In my time as a financial professional, I have never encountered
a teacher like Derek Notman. Our industry can be so impersonal,
so numbers driven. I believe that many of our counterparts leave
the business because their work is not life driven.

That disconnect can be maddening. One major thing that Derek

understands and teaches, is that in order to be a good advisor
there is an amount of internal work that needs to happen first.
With Connector, I now have specific tools, and specific strategies
that align with how I’ve always wanted to do my work - from my
heart.”

Jessica Durand,
M.A. Financial Services Professional

“I think the program is great!!! I highly recommend that everyone

in our business subscribes and uses at least part of the system
even if they don’t want to be 100% virtual. I have an incentive to
increase and focus my marketing as a Virtual Advisor. I’m looking
forward to implementing the program completely to achieve
the exponential growth Derek discusses in the program. I am so
motivated.”

Stephen Levine,
President, Harbor Financial, Inc.

“Derek’s system isn’t a ‘How to Set-up an Office in your House’

program – you can get that advice anywhere. His system is
designed to teach you a new way to operate, a new way to
market, a new way to build trust and rapport with prospects
and clients, a new mindset of what you want from life and your
business.”

Giuseppe (Joe) Bianco,

Agency Owner at Cambium Strategies, LLC

“Conneqtor has changed my business but more importantly,

has elevated my way of thinking. I think a subtle realization
of how much it was working was during a first meeting and a
prospective client asked how my daughter was doing, by her
name.

Conneqtor is not just a one and done process in my opinion. Not

a fad diet. This is a lifestyle change for you and your business.
Thank you for putting this together Derek and thank you for the
guidance as I continue on my journey.”

Malique Micenheimer, Financial Services Professional

- New York Life Insurance Company

6
THE 100 YEAR STORM
IS IN THE REARVIEW MIRROR
LONG BEFORE COVID-19 I HAD BEEN SAYING THERE WAS A COMING STORM OF
CHANGE & DISRUPTION TO OUR INDUSTRY.

Little did any of us know it would come in the form of COVID-19 and wreak world-wide
havoc in 2020.

It was clear that the strategies and methods that have been taught for 100+ years, which
used to work, were on their way out before the Pandemic of 2020 took the world by storm.

The financial services industry has been around for hundreds of years - people have
been able to “invest” and buy “life insurance” for a very long time, but the prospecting &
sales tactics, strategies, etc. that have been used and taught to the newer generations of
advisors to build their businesses have virtually remained unchanged.

We can speculate on why things have not evolved all day long, but the facts remain, most
advisors are still being taught to build a business as If It were the 20th century, not the
21st. Well, that simply won’t work anymore.

COVID-19 was THE event that virtually NO financial services company was ready for. It had
tremendous negative impacts on these companies and their field forces but also opened
the industry’s eyes to newer and better ways of doing things.

We still have a ways to go, but changing a mindset and culture tend
to be the hardest and If there Is a silver lining to the Pandemic It Is
that the mindset and culture have started to shift to and embrace the
21st century.

7
THINK ABOUT IT, DO WE STILL….?

Do we still use horse drawn carts

to travel after the invention of the
automobile?

Do we still take weeks long

steamship trips to cross the ocean
after the airplane was invented?

Imagine how many handwritten

letters you would have to write
each day if we didn’t have email!

Evolution is natural. But with growth comes growing pains. The consumer and technology
had already evolved to the 21st century, but the financial services Industry is stuck in 1985.
Well, that chapter is closed, period. The Pandemic forced the evolution for our outdated
industry and with this evolution a lot of good will come for those that acknowledge and
embrace the world we live in; the future is TODAY not tomorrow.

People want what we do, they just want it 21st century style!

It seems as if almost everything has changed, except the financial services industry…I
watch in frustration as new advisors are taught the exact same methods and strategies that
I was taught in 2006. When I talk to friends and mentors who have been in the industry
since the 70’s and 80’s they laugh and say the same thing.
New advisors are being taught what was done last century. Doesn’t something seem off
here?

I realize our industry is a slow-moving behemoth and that “change” takes time, but 100
years? Really? Well change is here my friends!

The purpose of this eBook is to provide awareness, to provide a

modern approach to building an advisory practice in the 21st century.

The storm is passing. The EVENT of our lifetimes just happened. We’re in the midst of
MOVEMENT. I refer to this movement as The 21st Century Movement and was talking
about it before the Pandemic was even on our radar. I got lucky in a sense, but the change
was already underway, COVID-19 just sped up the timeline drastically.

Advisors (and financial services companies) who refuse to change, to acknowledge the
world we live in, to embrace technology, will be the ones to go extinct. It sounds harsh I
know, but it’s a reality we all must face.

More and more entrepreneurial minded advisors coming into the industry are looking for a
better way to build their business. Something that is life enhancing and benefits them and
their clients, mutually. The consumer is demanding more, we must listen to both sides of
this equation if we want to thrive moving forward.

What’s the single most important thing you want your business
to do for you?

8
MY THOUGHTS ON
OUR INDUSTRY…
Are you tired of doing things like they have been done for over 100 years? Are you tired of
putting your life on hold only to help your clients make progress on theirs? Do you have a
feeling like there must be “a better way” but don’t know what it is or where to find it?

I felt the same way and decided to do something about it.

As an actively practicing CFP® who has been helping clients with their money since 2006
I know just how hard it is to start and build an advisory practice. I know all too well the up’s
and downs of the business and the impact the stress can have on you and your family. I
have a lot greyer hair now than when I started!

Although I’ve coached a lot of advisors over the years, 2019 was the first time I decided to
proactively do something about it. I believed it was time for change before the Pandemic,
I knew there was a better way for us to do what we do, and I know Conneqtor will help
advisors effectively build and exponentially grow a successful advisory practice in the 21st
century.

My dream is for this proclamation to inform, inspire, and motivate you to build the business
you have always desired and to do it on your terms. By sharing my story and what I have
learned and built along the way I intend to not only point you in the right direction but give
you the roadmap I used to realize more success and opportunity than I ever could have
asked for.

Warm Regards
Derek Notman, CFP®
Founder, Conneqtor™

9
OUT WITH THE OLD -
IN WITH THE NEW
WHAT ADVISORS & CLIENTS WANT HAS CHANGED.

THE PROBLEM WITH THE OLD AND ACCEPTED WAYS IS SIMPLE.

ADVISORS AND CLIENTS DON’T WANT IT ANYMORE.

Not only do they not want it anymore, the way they want it, how they want it, and when
they want it has also changed.

At the beginning of my career in 2006, I was taught to make a list of 200 people I knew
that I could “sell” to. My list was barely 120! It didn’t take long to exhaust that list and I was
promptly told to get as many names as I could, from whatever source I could, and then
“dial for dollars” during our weekly phone clinics. It worked with limited success but sucked
the life out of me (enter the first grey hairs).

I have always been one to question the status quo so as I started to gain traction I looked
for a better way to find, acquire, and retain clients that was different from what I was
initially taught. (I found a much better way).

Remember Border’s Bookstore, Blockbuster Video (there is only one left!), and actually
having to go out to a bar to find your next “significant other”? These were once the
“norms” of our society due to the infrastructure and comfortability of businesses and
consumers at the time… but boy times have changed!

Due to advancements in technology, the change in consumer expectations, and the world-
wide impact of COVID-19, virtually every industry has been totally disrupted. The change
had already started to happen to the financial services industry before the Pandemic…and
now is in full swing and forcing massive change. We must pivot (evolve) or become the
next “Blockbuster”.

10
As an advisor did you ever really want:

• To “dial for dollars” at night?

• Work nights & weekends, sometimes an hours drive or more away only to get
porched?
• To be a product pusher (peddler)?
• Conduct in-person seminars?
• Burn through your list of friends?

No, of course not, but we did it because it was what we were taught, and we needed to do
what it took to earn a living.

It’s important to also consider our clients perspective.

Did our clients ever really want a stranger (advisor) coming to their home, at night, to talk
about their money and insurance?

NO!

Have clients ever really wanted to be prospected (sounds like a bad medical procedure)
and sold to?

Nope!

EVER HEARD THAT PEOPLE LOVE TO BUY, BUT HATE TO BE SOLD TO?

With advancements in technology and a strong societal focus on quality of life, advisors
and consumers are demanding a new experience that allows both sides to get what they
want and not at the expense of either.

The great thing about this new dynamic

is that it’s completely possible to build an
advisory practice In the 21st century that is
mutually beneficial.

We call this Balance!

11
THE HOPES, DREAMS,
AND GOALS – OF THE
ADVISOR
MONEY IS GREAT, BUT IT’S NOT THE ONLY MOTIVATOR.

When I was being wooed in 2006 to become a “sales professional” I went through a
very thorough 4 interview process. I appreciated the attention to detail and “weeding
out” process and was particularly excited by all the money they said I could make. What
25-year-old doesn’t get excited about making a lot of money after making almost nothing
in life up till then?

Well, in retrospect, there is one major flaw with this hiring process, and it is pretty much the
industry standard. MONEY WILL ONLY MOTIVATE FOR SO LONG. In fact, it can actually
have the opposite effect during the lean months.

Money without meaning is simply just money.

Sure, there are a group of people out there who only care about money and making sure
other people know they have it, but I believe there is so much more to life than just having
money for moneys sake.

Don’t get me wrong, we need money and there is nothing wrong with wanting and having
lots of it but after many years of hard work that included plenty of months I thought I would
go bankrupt I was finally taught by a dear friend & mentor that I had been focusing on the
wrong thing.

Money shouldn’t be the objective.

It should be the byproduct of a truly
genuine & meaningful objective.
What do I mean? Well, for example, if you are motivated to take your family on an
annual vacation allowing you all to relax, spend quality time together, and return with
heartwarming memories to last the rest of your lifetime then I would say you have a truly
genuine & meaningful objective. But this vacation isn’t free, you need the money to make it
happen.

12
If you use this vacation as your motivator each day while you’re meeting with clients and
trying to build your business, then chances are you’ll be much smarter and thoughtful with
your actions (lead generation, digital marketing, practice management, etc., etc., etc.) to
ensure that your goal(s) become reality.

I think you get the point. If you, as the advisor, first focus on what your hopes, dreams,
and goals are for the future you’ll be much more likely to be successful in anything and
everything you do.

Given how much I travel (I became a Million Miler on Delta Airlines in 2020) I like to use the
following analogy from flying. Think about the last flight you were on… during the pre-flight
safety check you’re told in case of emergency to put your oxygen mask on first before
assisting others.

If you pass out, how can you help others?

The same holds true in life, if you are not

taking care of yourself how can you help your
loved ones and your clients?

13
TESTED IN THE
TRENCHES
EMPOWERING ADVISORS TO DO ON THEIR OWN TERMS

If you are like me chances are you are contacted, pitched, or at least marketed to on an
almost daily basis.

Often it’s by the so-called “guru’s” on how they can help you get leads automatically,
automate your marketing, sell more of this product or that, etc., etc., etc. All for a hefty fee
of course! It’s no surprise that we remain dubious when things like this are thrown at us.

Some of these experts are actually pretty good. Because of the explosive growth in the
“helping advisors” sector we’re experiencing it’s hard to know who to actually listen to and
even buy from.

I’ve found that most of the gurus don’t really understand our industry. Although they may
be amazing digital marketing experts, etc. they don’t have the time in the trenches like
we do. They don’t know what it’s like to deal with compliance on a daily basis. They can’t
appreciate the rejection we face and the challenges and struggle to just get in front of
clients. They don’t know what it’s like to not have had the same paycheck from one month
to the next for a very long time (or no paycheck at all!). This huge disconnect ends up
causing more issues than benefits when we try to use their services.

As advisors we want to run efficient and profitable businesses so it’s only natural that we
look for solutions from “experts” that can help us do this. But when they haven’t fought the
battle we continue to fight it’s really difficult to not only bring them up to speed but make
sure that what they’re offering will actually work for and help us.

14
 Advisors want to be taught to fish with a
digital fishing pole.
Advisors want step-by-step instructions. Sure, they want motivation & inspiration, but they
also want to be taught EXACTLY what they need to do to thrive in the 21st century.

I know this because it’s what I wanted! It’s important and necessary for advisors in the 21st
century to be able to thrive in the digital world we live in. I spent years researching, testing,
and retesting a variety of methods for running a successful 21st century advisory business.
It took me years since there was nothing out there put together in a turn-key fashion for
me to take and run with. I had to create my own wheel from scratch.

I created my 21st century advisory practice for me so I could live the life I wanted with
a business that worked for me on my terms. Advisors noticed what I had done and
started asking a lot of questions…. Thus, I did something about it and created the ultimate
blueprint to help as many advisors as possible.

Built for Advisors, by an Advisor.

By learning and implementing what I’ve created advisors can realize the success they
desire. They can live the life of their dreams while helping their clients do the same. They
can become masters of lead generation. They can become masters at digital marketing.
They can become the advisor of the 21st century.

They can work less. Make more. Know where their next client is coming from. And thrive
in the digital pond we’re all fishing in.

Put good in, Get good out.

15
LOCATION
INDEPENDENCE
TRUST AND TRANSPARENCY IN 21ST CENTURY

The times of having a posh brick & mortar office with staff dressed in “industry garb”, fancy
conference rooms, and the high overhead that comes with all of it are changing if not
vanishing. The Pandemic showed us we don’t have to work in an office to be successful.

Do you really want to be paying five, ten, 25 thousand dollars a month or more just to
run your “office”? I thought I did and boy was I wrong. No one tells you of all the other
headaches that come with running a traditional office. From sick days to broken toilets
there always seems to be “something” that not only is a distraction but a real stressor in
your life.

The 21st century advisor is doing things differently. Although 2020 forced people Into
an almost entirely virtual environment, as things get back to whatever “normal” is my
prediction is that the sweet spot moving forward will be a hybrid model where advisors
move to smaller physical footprints while expanding their digital footprint and removing the
location ball & chain that we’ve had for so long.

Although I operate an entirely virtual office with an entirely virtual support team there’s still
one thing that hasn’t changed from my brick & mortar days, the importance of trust and
transparency when marketing to and working with clients.

Whether you’re 100% virtual, 100% brick & mortar, or somewhere in between, trust &
transparency is simply part of building a successful advisory business.

When I first started my journey into building a 21st century business I was extremely
nervous and worried about all the unknowns.

Well, there was nothing to worry about!

Consumers want to buy, but they want to do it on their terms and only after they feel
educated and comfortable. With so many amazing advancements in technology it’s easier
to build trust and be transparent with clients (and prospective clients) via all the digital
mediums we have at our fingertips.

When I used to show up to a prospect’s or client’s home, many times at night, there was a
subtle but very real feeling of intrusion. I know you’ve been there. Most of us, as advisors,
forget or don’t fully appreciate what it’s like to have a stranger in our homes, at night,
asking us very personal questions about our money, insurance, health, etc. The feeling of
intrusion simply does not lead to a warm and engaging environment where people can
lower their guard and focus on what is truly important to them. Not to mention it’s terribly
inconvenient for all of us!

16
The same can be said about meeting at a traditional brick & mortar office. Although some
advisors have created some pretty cool and impressive office space it still has a tendency
to bring up the same feelings we get when we go to our attorney’s or dentist’s office!

Clients want expert human advice with people they can connect with, but the way they
want it has changed. Consumers know there are better and easier ways for them to get
the advice they desire.

People can chat with their doctor online, buy their meds online, do their banking online,
and even date online. They should be able to get their financial advice the same way. If
we’re not prepared for what the consumer wants they simply will go to an advisor who is.

The Pandemic of 2020 proved beyond a reasonable doubt that the way we conduct
business has changed. We can’t fight it anymore. The change has happened. Embrace it
or be left as a footmark to history.

Building a 21st century practice has given me a much better life-work balance and helped
me maintain and enhance my existing client relationships. I’ve also been able to bring in
new clients on autopilot through the robust digital footprint I created, and they come to me
warm, no more cold calling!

Trust and transparency

will always be crucial
for advisors to be
successful, but how
it’s done has changed
and become the new
expectation of the
consumer.

17
THE SUPERCAR
PHILOSOPHY
WHAT’S THE MOST VALUABLE/IMPORTANT PART OF A SUPERCAR?

HINT: IT’S NOT WHAT YOU THINK…

Admittedly, I’m a bit of a gearhead. I have a 1965 Ford Mustang that I continue to tinker
with. I also had the awesome experience of driving a supercar, the Lamborghini Huracan,
on America’s largest racetrack at 160mph. The model I drove had a sticker price of
$300,000!

The experience got me thinking, what’s the most valuable/important part of this brilliant
and expensive work of art? I think I may have figured it out…

When I made the decision in 2013 to update my business I ended up jumping into a much
deeper pool than I realized at the time. There are so many components to running a
successful 21st century practice and since there weren’t many advisors who were doing it
at the time I essentially had to learn everything the hard way.

No roadmap or blueprint existed

on how to do it.
There was a lot of trial and error. Remember the “arrows in your back”? Ouch! From
figuring out what “digital marketing” really is to making sure my compliance department
was OK with what I was doing… everything had a steep learning curve to say the least.

Bit by bit I assembled the parts necessary to run and scale a successful business and then
figured out how to make them all work together. My practice has allowed me to work from
all over the world, from financial plans on the bullet train in Japan to helping a client get
life insurance while I was on the beach in South Africa, all while exponentially growing my
revenues and reducing my overhead by ~61%.

18
It allowed me to get my time back so I can live life on my terms but not at the expense of
my business or my clients.

The Huracan has thousands of parts. Each one is important and necessary to make sure
the car operates at maximum efficiency and safety.

Some might say the engine is the most valuable/important part. Some might say the
brakes, or the exhaust, or the tires, etc.

What I came to realize after driving the Huracan is that the most valuable/important part is
the knowledge of how it all fits together for maximum performance.

If Lamborghini didn’t know how to put the car together like it has, it would not be the
supercar it is.

The knowing is the most

valuable/important part.
After years of hard work, I learned the knowledge on how to build a 21st century advisory
business so it can operate at maximum efficiency & performance.

Does Lamborghini rest of their laurels? Of course not, they’re constantly updating and
improving as technology advances and consumers give feedback. The same is true with
my practice and Conneqtor, it’s not static and will certainly improve over time, but that’s the
beauty of it!

Just like Lamborghini I established a clear vision, tested a variety of ways to realize this
vision, and then built a strong foundation that can be improved upon indefinitely. A strong
foundation is what allows for structured and exponential growth.

19
HOW WE EMPOWER
FINANCIAL ADVISORS
TO THRIVE IN THE
21ST CENTURY
WHAT I’VE FOUND IS THAT MOST ADVISORS ARE TRYING TO IMPROVE THEIR WAY
OF LIFE AND BUSINESS, BUT A LOT OF THEM ARE STILL STRUGGLING BECAUSE
THEY’VE ONLY BEEN EXPOSED TO THE ADVICE, STRATEGIES, AND OUTDATED
METHODS OF THE PAST. THEY FEEL STUCK.

• Do you want to exponentially increase your revenues while effectively managing risk?
• Do you want to work with bigger and more ideal clients?
• Do you want to be able to work from anywhere while expanding your reach?
• Do you want to leverage your time & money to increase effectiveness?
• Do you want to have an awesome financial practice that is hugely successful?
• Do you want to realize your hopes, dreams, and goals?
• Do you want an awesome life-work balance?

If you answered “yes” to any of these

questions then we can help you!
I wanted:
• To make more and work the same or less.
• To work from anywhere and still grow my business.
• To not worry about high overhead anymore.
• To know how and where new clients were coming from.
• More time with my wife and son.
• More time to pursue my passions and to travel.

This is why I created Conneqtor. It’s the modern, cutting-edge solution teaching financial
advisors exactly how to start, run, grow, and effectively market their advisory practice in the
digital world we live in.

Conneqtor has allowed me to live life on my terms while running and growing the business
of my dreams.

We all have to make money, here is

a better way to do it!

20
WHAT’S THE SINGLE
MOST IMPORTANT
THING YOU WANT
YOUR BUSINESS TO
DO FOR YOU?
IF YOU’RE STILL READING AT THIS POINT, AWESOME AND THANK YOU!

I think it’s safe to say that you’re looking for a better way to run your business (because
you want it and the consumer is demanding it), make more money, and live life on your
terms.

Well, Conneqtor may be exactly what you’ve been looking for but first I ask you to consider
the following points to help determine if Conneqtor is right for you.

How valuable would a solution be to you that was an effective & proven way to accomplish
the following 6 points?

1. Exponentially make more money while effectively managing risk

2. Work with bigger and more ideal clients that come to you (Inbound)
3. Work from anywhere while expanding your reach – location independence
4. Leverage your time & money to increase effectiveness
5. Live the life of your dreams while helping your clients do the same
6. Achieve an awesome life-work balance

If you want these things then Conneqtor is exactly what you have been looking for.

Remember the Huracan... as beautiful and amazing as the car is, it cannot go anywhere
without a driver. Conneqtor empowers you to be the driver of an amazing vehicle that
can move you down the road, of your choosing, and deliver you to the life of your dreams
faster than any other.

It’s about everything from automating to marketing (guess what I market 24/7 and never
pick up the phone to do it), having a defined sales process, virtual team, amazing client
service, email language, creating your website, blogging, social media, maximizing SEO,
and so much more all that works in concert to drive inbound clients to you while enhancing
the client/advisor experience.

Spoiler alert... Clients aren’t looking for you in the Yellow Pages, waiting for you to pitch
them at a networking event, or hoping you will cold call them. Your online presence must
be strong and deliver a message that is unique to you. Building a 21st century practice is
about creating an environment that empowers the customer to contact you as a warm and
willing customer... an immediate ideal client connection.

It’s better here... come join us.

21
THE 21ST CENTURY
MOVEMENT
The 21st century has been here for some time. Consumers still want expert human advice,
but how they want it has changed. Advisors who embrace the change will not only
experience amazing success but will be able to do so while living life on their terms. That’s
about as close to happiness & success as we can get. Conneqtor can help you make this
your reality.

Thank you for reading this rather long but hopefully inspiring and eye-opening
proclamation. I do my best to have an “open door” policy with fellow advisors so feel free
to reach out if you have any questions about Conneqtor, I do my best to respond to each
one personally.

Warm Regards,
Derek Notman, CFP®
Founder, Conneqtor

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