Are you giving your clients the opportunity to make a positive impact on this world with their investments? 

Do you have an idea that could change the financial services industry for the better? - With the perfect combination of integration and partnerships, you can bring that idea to fruition!

The financial services industry has a major diversity issue. While it’s gradually becoming more inclusive, it still has a long way to go before we can truly call it a safe space for every individual.

As you grow your practice, maintaining relationships with every client gets increasingly challenging. - But not when you have a solid CRM technology in place.

Advisors, we have two questions for you:  1. What is your product?  2. What is your differentiator?

While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”? - If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for y

These days, if you don’t have a digital presence, you don’t exist for most prospects. It’s time to create a fully integrated marketing system that’s ever-present and builds relationships.

Are your nerves holding you back from starting a podcast?  - Good news: We have a professional podcast host on our team who’s known for helping new podcasters find their groove. 

To be successful at marketing, you’ve got to be willing to put in the work. And then comes a tricky part: deciding how involved to be in that work and what to outsource.

When you start associating sales with building relationships and creating influence, it takes your prospect meetings to a whole new level.