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About the Author

Derek Notman

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.

Articles from this author

Estate Planning — 2 min read

The Virtual Revolution

Estate Planning — 3 min read

The Digitally Consistent Advisor: Why Financial Advisors Need to be Digitally Consistent with Their Referral Partners