Dec. 28, 2023 — Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This strategic move signifies a new chapter in the platform’s journey towards revolutionizing how financial advisors work and thrive in the 21st century.
The acquisition comes as a significant development in the practice management & education sector for advisors. Derek Notman, a CFP® and founder of Conneqtor, expressed his confidence in Joe Moss’s ability to lead the company into its next phase of growth and innovation. “This sale represents not just the success of Conneqtor but also the future potential it holds under Joe’s leadership,” said Notman.
Joe Moss, with his extensive experience in advisortech and business development, is well-positioned to expand Conneqtor’s reach and capabilities. “Conneqtor has already made impressive strides in helping advisors grow in the digital world we live in,” stated Moss. “I am excited to build on this foundation and continue educating financial advisors with actionable & cutting-edge ideas, strategies, and tactics to best serve their clients, make more, work less, and realize an amazing life-work balance.”
Through Derek Notman’s vision, Conneqtor has become a key player in providing innovative training & solutions for advisors who want to go-virtual. The platform’s unique approach has enabled advisors to efficiently connect with, engage, and serve clients in a digital landscape. With this acquisition, Joe Moss aims to integrate new technologies and expand the platform’s services, ensuring that Conneqtor remains at the forefront of the virtual advisory domain.
Derek Notman remarked, “Joe’s vision for the future of Conneqtor aligns perfectly with the original mission of the platform. It’s reassuring to pass the torch to someone who values innovation and quality service as much as I do.”
Joe Moss added, “Derek has built a revolutionary platform. I am honored to continue the vision of Conneqtor and am committed to maintaining its reputation while pushing the boundaries of what’s possible in helping advisors thrive in the digital world.”
Conneqtor, founded by Derek Notman, has been a disruptor in the financial advisor training & practice management sector, offering tools, strategies, and deep first-hand learnings for advisors to start or transition their business to a more virtual model and thrive in the digital world we live in. This approach has not only increased efficiency and reduced costs but also broadened the scope of client engagement across geographical boundaries.