About the Author
Derek Notman, @DerekNotmanCFP
CFP & Founder, Conneqtor
I entered the financial services industry in 2006 and experienced a high level of success early on which I attribute to the philosophy of "do what is right for my clients and eventually I will get paid." After 3 years I started my own firm. In 2013 I made the decision to transition my practice to a Virtual model. I did this to best serve my clientele while also ensuring a great life-work balance for me to spend more time pursuing my passions. I am also the Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale. Our industry is in the midst of a global mega trend, advisors must evolve or go extinct, Conneqtor is empowering the Financial Advisor of the Future.