Conneqtor.org

Conneqtor.org

E-Learning Providers

Lexington, Kentucky 2,674 followers

DFY Advisor Development Program

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About us

The Financial Advisor Coaching Course & Training you've been looking for. Learn & implement proven concepts, strategies, and tactics to successfully build, grow, and market your business. Conneqtor is a combination of on-demand online learning, tactical how-to’s, plug-n-play templates, and community for financial advisors. Learn how to effectively build and exponentially grow your successful advisory practice while realizing an amazing life-work balance. Building an advisory practice never felt so good. Conneqtor empowers financial advisors like you to: ● Exponentially make more money while effectively managing risk ● Work with bigger and more ideal clients ● Work from anywhere while expanding your reach ● Leverage your time & money to increase effectiveness ● Live the life of your dreams while helping your clients do the same ● Achieve an awesome life/work balance Over 100 New York Life Advisors already use Conneqtor as well as dozens of advisors from companies like LPL, Edward Jones, Mass Mutual, Prudential, Canada Life Insurance Company, Sanlam, and a variety of fully independent RIA’s and IAR’s, now it’s your turn to take your business to the next level with Conneqtor.

Website
https://www.skool.com/conneqtor/about
Industry
E-Learning Providers
Company size
2-10 employees
Headquarters
Lexington, Kentucky
Type
Privately Held
Founded
2019
Specialties
digital marketing, lead generation, practice management, financial adviser coaching, virtual financial advisor model, financial advisor course, empowering financial advisors, effectively grow a financial business, master blueprint, business growth, increase income, lower expenses, location independence, work life balance, modern approach, cutting edge, step-by-step coaching, comprehensive financial advisor training, define your ideal client, and concepts, strategies, tactics

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Click here to view Conneqtor.org Conneqtor.org
Click here to view Conneqtor.org

Click here to view Conneqtor.org Conneqtor.org

Lead Generation Software

Conneqtor is a financial advisor course that provides the training & master blueprint to start, build, and grow a business in months, not years. Through a coaching rich environment, Conneqtor’s financial advisor training teaches advisors everything, step-by-step through a combination of on-demand online learning, tactical how-to’s, plug-n-play templates, and global advisor community. This is the financial advisor course you have been looking for. Our training best serves financial advisors who are in their first 5 years and/or those looking to retool and upgrade their business to thrive in the 21st century Our sweet spot is serving advisors who are in their first 5 years and/or those looking to retool and upgrade their business to thrive in the 21st century.

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  • Conneqtor.org reposted this

    View profile for Brent R. Mekosh CFP®, CEPA®, CIMA®, graphic
    Brent R. Mekosh CFP®, CEPA®, CIMA®

    CERTIFIED FINANCIAL PLANNER ™ Professional, Certified Exit Planning Advisor, and Certified Investment Management Analyst® Focused on Empowering Entrepreneurs to help Secure Their Legacy, and Protect Their Wealth.

    We're growing our team once again at The Wealth Stewards in Scottsdale, AZ! 📈 We're searching for a detail-oriented Operations Associate. If you're passionate about finance and thrive in a collaborative setting, we want to connect! 🤝 This is a fantastic opportunity to make a real impact on clients' financial well-being while advancing your career. Interested in learning more about this opportunity and joining our fast-growing organization? Click the link below to apply! 👇 #Hiring #OperationsAssociate #FinancialServices #ScottsdaleJobs #CareerOpportunities 💼📈

    The Wealth Stewards

    Operations Associate

    The Wealth Stewards, Scottsdale, AZ

  • Conneqtor.org reposted this

    View profile for Daniel Goldstein, graphic
    Daniel Goldstein

    COO & Co-Founder at Trust & Will || Techstars || Baylor ||

    HIRING a Head of Sales. Amazing opportunity to join our high growth, industry leading brand with very high ambitions.

    View profile for David Weisman, graphic
    David Weisman

    VP, Sales & Partnerships at Trust & Will

    We are hiring for our first Head of Sales role supporting our Financial Advisor business. Join us at Trust & Will and help shape the future of estate planning! This is an amazing opportunity to join a high-growth, innovative, fully-remote team with a top-notch culture and mission. This role will: -Lead and grow a talented sales team -Develop and execute strategic sales plans -Drive revenue growth and optimize sales processes Qualifications: -5+ years of sales leadership experience in SaaS (SBP or Mid-Market) -Proven track record of building and scaling sales teams -Strong understanding of sales operations and CRM tools If interested apply below or shoot me a DM!

    Head of Sales, Advisors | Current Openings

    Head of Sales, Advisors | Current Openings

    ats.rippling.com

  • View organization page for Conneqtor.org, graphic
    Conneqtor.org

    2,674 followers

    Sale today on firm-wide access to Conneqtor! Learn more about it:

  • View organization page for Conneqtor.org, graphic
    Conneqtor.org

    2,674 followers

    🚀 Compliance: Your Secret Weapon for Thriving in a Digital World 🚀 Hey everyone, Let's talk about a topic that often gets groans and eye-rolls: compliance. Yes, I said it. But before you scroll past, hear me out. Compliance isn't just a set of rules to follow or hurdles to clear. It's a powerful ally in safeguarding the integrity and success of your advisory business, especially in our increasingly digital landscape. Over the years, I've [Derek] navigated both sides of the compliance fence - from the traditional broker-dealer environment to managing my own RIA. This journey has equipped me with a unique perspective on compliance as not just a necessity but a foundation for trust, reliability, and professional excellence. Here's why embracing compliance can be your best move: 1. **Risk Management**: At its core, compliance is about protecting your business from risks. By adhering to regulations and standards, you're not just ticking boxes; you're ensuring the longevity and integrity of your practice. 2. **Client Trust**: In a world where digital scams and mistrust are on the rise, showing that you're compliant and above board is a considerable asset. It reassures clients and prospects that you're committed to their best interests and security. 3. **Innovation within Boundaries**: Compliance might seem like a constraint, but it's also a framework within which you can innovate. Knowing the rules inside and out means you can explore new ways to engage clients, streamline operations, and grow your business, all while staying within legal boundaries. 4. **Efficiency through Technology**: Leverage tech solutions like secure document management systems and CRM integrations to ensure your practice is compliant, efficient, and ready for audits at any moment. A paperless office isn't just eco-friendly; it's a compliance powerhouse. 5. **A Stronger Relationship with Regulators**: Transparency and proactive communication with compliance officers and regulatory bodies build trust. This relationship can streamline your processes and make it easier to adapt to new regulations. 🔑 To my fellow advisors, I urge you to view compliance not as a burden but as a competitive advantage. It's a testament to your professionalism and dedication to your craft. And in this digital age, it's an indispensable part of your toolkit for building a resilient, trusted, and forward-thinking advisory practice. So, embrace compliance, innovate within its framework, and watch your practice thrive. 💼📈 #FinancialAdvisory #Compliance #DigitalAge #ProfessionalGrowth --- Your thoughts? How has compliance shaped the way you do business? Let's discuss below! 👇

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