JConnelly

Happy #SmallBusinessSaturday!

At JConnelly, gratitude is more than a practice—it’s a cornerstone of the connections we build with the partners who make our work so meaningful. We’re deeply thankful for our partners and our incredible team, whose dedication drives everything we do. Collaborating with visionary leaders and professionals who inspire us every day is a privilege we don’t take for granted. Wishing everyone a joyful, safe, and very happy Thanksgiving!

Our team was thrilled to welcome Andrew Krei, Co-Chief Investment Officer of Crescent Grove Advisors, to NYC this week for another successful media tour. Andrew shared his insight on private markets and volatility concerns with some of the top media outlets in the industry. Check out one of the interviews he did with Yahoo Finance Wealth: https://yhoo.it/4eLJnS9 Thanks for visiting, Andrew!

We’re honored to be named to the 2024 IMAGE 10: Top Wealth Management Storytellers! At JConnelly, storytelling is at the heart of everything we do. That’s why we’re beyond proud to be recognized in Wealth Solutions Report’s 2024 IMAGE 10. This award reflects the passion, creativity, and strategic thinking we bring to driving results in the wealth management space. This acknowledgement wouldn’t be possible without the trust of our clients and the dedication of our team. You can see a few of them here with our beautiful award, including our president, James Doyle! Thank you to Wealth Solutions Report for this honor, and congratulations to all the other winners. https://bit.ly/3ZavN62 Here’s to another year of storytelling excellence! (Dana Taormina Cleary, Sophia Smith, Anna Spadaccini, Sabrina Scarpa, Laura Simpson)

Keeping everything in your head is a source of stress. If you’re in your head, you’re dead. That’s why I developed a process called capturing. By writing down all the thoughts and tasks that are floating in your mind, you can free up mental space and reduce overwhelm. Humans can only focus on 5-9 things at once. By capturing and organizing your thoughts, you’ll feel a sense of relief and clarity. Take a moment today to write down everything you need to do this week. Start clearing space for the things that really matter.

As brands expand into a greater number of digital channels, traffic and acquisition analysis becomes more complicated. It also demands that you start paying attention to audience segmentation. Why? Because: 1️⃣ Different audiences have different behaviors. 2️⃣ Your conversion funnels vary based on channel. 3️⃣ Analysis becomes a juggle of many demographics. When deployed, it supports a focused, customer-first strategy and lends itself to persona development. Plus, with the emergence of AI, tactics that revolve around personalization are in a better position to succeed going into 2025.

We are excited to announce an opportunity to join the JConnelly team as a Business Development Associate in New York City. As a women-owned firm with over 20 years of expertise, JConnelly is dedicated to nurturing, expanding, and safeguarding brands across industries. We're seeking a passionate professional to support our Business Development team in creating meaningful connections and driving our growth forward. 𝐇𝐚𝐯𝐞 𝐲𝐨𝐮 𝐦𝐚𝐧𝐚𝐠𝐞𝐝 𝐂𝐑𝐌 𝐚𝐧𝐝 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬?  𝐃𝐨 𝐲𝐨𝐮 𝐡𝐚𝐯𝐞 𝐇𝐮𝐛𝐒𝐩𝐨𝐭 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞? 𝐃𝐨 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐡𝐨𝐰 𝐭𝐨 𝐪𝐮𝐚𝐥𝐢𝐟𝐲 𝐥𝐞𝐚𝐝𝐬 𝐚𝐧𝐝 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐥𝐞𝐚𝐝 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧? Reach out to us if you have: - 3-5 years of business development experience - Strong organizational and communication skills - Experience in report generation and proposal drafting If you're ready to be part of a firm where your contributions and professional growth matter, we want to hear from you! 💼 Apply now and be part of the JConnelly legacy.

We’re excited to announce that Jenny Johnson, President and CEO, has been recognized as one of the Most Powerful Women in Finance 2024 by American Banker. This accolade highlights her innovative leadership and significant impact on the financial industry. Congratulations, Jenny!

We are proud to announce that Jami Schlicher has been promoted to Chief Strategy Officer. Throughout her 15-year tenure at JConnelly, Jami’s leadership, strategic insights, and ability to foster meaningful relationships have been critical to delivering impactful results for our clients. In her new role, Jami will continue to shape the strategic direction of the agency and strengthen the value we provide to those we serve. https://prn.to/4hbNzgz