Derek entered the financial services industry in 2006 and experienced a high level of success early on which he attribute to the philosophy of "do what is right for my clients and eventually I will get paid." After 3 years he started my own firm. In 2013 Derek made the decision to transition my practice to a Virtual model. He did this to best serve his unique clientele time while also ensuring a great life-work balance for him to spend more time pursuing his passions and enjoying more of life's moments with his wife and son. He is 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.
They’re going to be able to drive leads coming to them by taking advantage of all the different ways that they can market themselves.26 February 2021