Conneqtor

In episode 47 of the 🎙️Rethink Financial Advice Podcast, we sit down with industry legend, Mark Pfaff, to dive into the past, present, and future of the financial industry.

Mark, Adam, and Derek uncover 3 things that advisors and companies often don’t see coming, strategies for staying current and delivering the best possible service to clients, and the most effective tools for success.

Tune in now:
https://www.conneqtor.co/the-future-of-agency-featuring-mark-pfaff-ep-47

It’s always incredible to hear how the Conneqtor program is positively impacting advisors’ lives and careers.

Conneqtor empowers financial advisors to thrive in an ever-changing industry and transform their practices to meet the demands of today's world.

Thank you for choosing Conneqtor, Julie!

An ideal client is one who aligns perfectly with your expertise, values, and the services you offer. This client not only fits your target market, but also presents the greatest opportunity for a mutually beneficial and long-lasting relationship.

By identifying your ideal client and niche, you unlock a world of benefits that can transform your financial advisor practice. Crafting a compelling value proposition becomes a breeze when you understand the unique needs and desires of your ideal clients.

Not sure where to start? Check out this guide:
https://www.conneqtor.co/perfect-match-identifying-ideal-client-niche-thriving-financial-practice

Recent data from JD Power shows that over 56% of Gen Z prefer a digital experience for advice and planning, with over 74% wanting a digital experience for service.

And since Millennials and Gen Z make up around 46% of the US workforce, and that’s expected to grow to 74% by 2030 it’s crucial you meet them where they are at and engage them in a digital manner.

Have you noticed that the need for running your business out of physical office space is slowly declining? Has there been increased interest in clients wanting to meet over a video call as opposed to in-person?

Conneqtor helps you take your business online to thrive in the digital world. If you want to better leverage your time and money to increase your impact on the market and drive inbound leads without having to pick up the phone to do it, get started here: https://www.conneqtor.co/get-started

It's time to elevate your communication skills and truly connect with your clients. Join us in episode 46 of the 🎙️Rethink Financial Advice Podcast as we dive into the art of effective communication with master communicator, Chuck Garcia, a seasoned Wall Street professional.

We talk about the importance of educating your clients before offering guidance and how to establish a deep connection with your clients. Chuck also shares valuable insights into finding purpose.

Listen here: https://www.conneqtor.co/communicating-your-higher-calling-featuring-chuck-garcia-ep-46

The Conneqtor coaching course best serves financial advisors who are early on in their careers and want a turnkey solution to help them build the business of their dreams.

It’s also a great solution for veteran advisors looking to retool and upgrade their business to thrive in the 21st century. We’ve got advisors ranging in age from as young as 23 to as old as 75 taking the course.

Got a question? Drop it in the comments 👇

When it comes to money, people want to work with someone they trust and who they believe can help them achieve their financial goals. A strong brand can help you establish that trust and credibility, differentiate yourself from competitors, and attract the right clients to your business.

If you want to stand out, here’s how to create a compelling brand identity for your financial advisory practice:

https://www.conneqtor.co/how-to-stand-out-create-a-compelling-brand-identity-for-your-financial-advisory-business

Prepare to be blown away as we dive into the world of tomorrow's financial advice delivery. Virtual reality, AI, and even Amazon are poised to reshape the industry, and you don't want to be left behind.

Join futurist Ian McKenna in episode 45 of the Rethink Financial Advice Podcast, as he takes us on a global journey, sharing insights from his extensive travels and revealing what the future holds for advisors.

Listen now:
https://www.conneqtor.co/tech-and-regulation-will-radically-change-your-financial-advice-delivery-featuring-ian-mckenna-ep-45

We take pride in providing top-notch training and support to established and aspiring financial advisors. Hearing from our satisfied clients like Lee reinforces our commitment to delivering value.

With Conneqtor, you don't just receive training; you become part of a supportive community that shares your passion for excellence. We're here to help you every step of the way on your journey to success.

Financial advisors, are you keeping up with the times? In episode 44 of the Rethink Financial Advice Podcast, Samantha Russell joins us to discuss the pivotal moment facing our industry and why marketing data is your secret weapon for success.

If you want to learn how to bridge the gap between client expectations and reality and find out what aspects of your business are truly marketable, tune in now:

https://pulse.ly/7hv6bo5ogo

Thank you for your kind words, Jim!

The goal always with Conneqtor is to equip advisors with the tools to navigate the digital economy and foster meaningful client relationships. We love hearing that it’s making a difference.

If you want to delivers exceptional service to your clients as a financial advisor, effective practice management is essential to your success.

I’ve broken down some key strategies to help you organize and optimize your business operations to build and grow a successful practice.

It all starts with a solid foundation – Here’s everything you need to get started:

https://pulse.ly/li59bkpqu4

Whether you’re looking to start, grow, or more effectively run your financial advisory practice, Conneqtor empowers you to:

👉 Build an online presence and drive inbound leads to you 24/7
👉 Exponentially make more money while effectively managing risk
👉 Work with your ideal clientele
👉 Work from anywhere in the world while expanding your reach
👉 Leverage your time & money to increase your impact on the market
👉 Live the life of your dreams while helping your clients do the same

See what the Conneqtor Financial Advisor Coaching & Training Program can do for you:
https://pulse.ly/fsrrlgo0t2

Episode 43 of the Rethink Financial Advice Podcast is our most listened to episode!! Join financial advisor turned certified financial coach, Catherine Morgan, to discuss financial well-being and the industry shift towards financial wellness.

If you want to learn more about empowering your clients, tune in now:

https://www.conneqtor.co/financial-well-being-starts-day-one-rethink-with-catherine-morgan

Here’s a question we get often…

Q: I am not located in the USA – can I still use Conneqtor?

A: Yes! Conneqtor is advisor- and location-agnostic. We have advisors in the USA, Canada, South Africa, Ireland, the UK and Guam using Conneqtor.

Although there may be some small tweaks depending on your country, tech, compliance, etc., the system is designed in a way where it can be used in virtually any environment.

Got a question? Drop it in the comments 👇

Personal branding is becoming increasingly important in the financial services industry and for good reason. It can help you stand out from the competition, attract new clients, and grow your business. But where do you start?

Here are some tips and strategies you can follow to start building your personal brand: https://pulse.ly/01phdn1ehz

After transforming my company into a fully functioning virtual practice, I noticed that every part of a financial planner’s role could be fulfilled online.

It makes total sense to use web-based tools and technology to serve clients. In fact, it opens you up to a larger client base because your location no longer is a limiting factor.. Further to this, there are huge cost savings, and my work has become more efficient.

If you want insight into how to move your practice online and the tools you can use to make it happen, Conneqtor answers all your questions when it comes to running a virtual financial practice:

https://pulse.ly/gvb92cx3t8

We’re joined by financial advisor turned Chairman of Equitable Advisors, David Karr, in episode 42 of the Rethink Financial Advice Podcast.

We dive into the advisor-first vs. firm-first mentality, what the future holds for our profession (with insights from the home office), and the increasing demand for great advisors .

Tune in now:
https://pulse.ly/2psz149qpk

That’s a very firm NO! Email marketing is alive and well. In fact, email is one of the most cost-effective marketing tools at your disposal, with the best ROI for your efforts.

Are you investing time and effort in building up your email database to connect with clients?

If you’ve been debating whether to migrate your financial planning practice online, Conneqtor can help you get started.

Not only is the course intended to set you up to generate leads 24/7, it will also teach you the ropes of taking your practice online, empowering you to:

➡️ Make more money while expertly managing risk
➡️ Find your ideal clients through predictable lead generation
➡️ Work from anywhere in the world while expanding your reach
➡️ Leverage your money and time to improve effectiveness
➡️ Achieve a better work-life balance

https://pulse.ly/lci70490fl

In episode 41 of the Rethink Financial Advice Podcast, Fintech influencer, Cindy Taylor, joins us to discuss the news hidden behind the headlines.

As the founder of Digital Wealth News, Cindy takes us behind the curtain of hot topics and what’s really going on in financial services.

This is one you don’t want to miss:
https://pulse.ly/fttygk1yy5

Invest time back into your practice by automating business processes that are heavy on administration, but low on value-add.

Here are some examples of the work you can automate!

The financial industry & profession is constantly evolving. Staying informed about industry trends, strategies, regulations, technologies, and best practices is critical to remain competitive.

Here are the 6 best podcasts to stay informed and keep your skills sharp:
https://pulse.ly/a9cma67t3d

The world is experiencing economic despair, rising interest rates, fallout from covid, an aging population, falling tax revenues, global unrest, wage pressures, wars, famine, the rise of AI, and more!

Have you prepared your practice and clients for this disruption? Entrepreneur and CEO Evelyn Jacks, a prolific author and one of Canada’s most respected educators in tax and financial literacy joins us to talk about how to best serve clients in the face of such great challenges.

Tune in for great insights into keeping up with change:
https://pulse.ly/qqqg6ynex1

We just have to share this incredible message from one of our Conneqtor course participants and what he’s gained from the training:

“I had reached out to Derek prior to purchasing the program and shared a little of my background and having spent 21 years in the tech industry. I explained how I was new to the industry and that there was too much noise out there with all the “gurus” pushing product to "make you a better financial advisor".

Prior to purchasing the program, I remember asking Derek on our scheduled call, how this program was any different? If others are purchasing this program, how/why are they failing? Looking back now on that conversation, I smile. Derek told me, “You can lead a horse to water, but you can’t make it drink”. At that time I failed to grasp the point Derek was trying to make with me. Yes, I have heard that saying a bunch of times! However, now, having completed all of the modules, I know I have all the information, documents, and guidance needed to structure my business. Simply put, there was a lot of meat on the bone, with this program - no fluff!!

So many programs give just enough content to skim the surface, but never take a deep dive into the topic for the end user to fully understand and apply the principles involved for success. I found the water and I am going to continue drinking it daily!! It is very evident that you put tremendous time, passion, energy and detail into the lessons.

I made the career change because I wanted to make a difference. To make an impact. Thank you, Derek, for the tools and guidance in this program to help me extend my reach as a virtual financial planner and to truly make a positive impact for good! I have my head down and already rolling out lessons learned in my business!”

Thank you for this wonderful feedback, Brian. We can’t wait to see your business grow from strength to strength!

Are eBooks worth your time and effort as a financial advisor? The short answer is yes: an eBook is a valuable tool that can help you attract new clients and nurture existing ones. And there are loads of benefits to be gained.

Here are some great tips to help you get started:

https://pulse.ly/ehwsq4uxyf

Conneqtor is a proven program for financial advisors that will show you how to:

👉 Start or retool your practice into a digital & remote powerhouse
👉 Acquire and work with your ideal clients from virtually anywhere in the world
👉 Build a robust online presence that will drive inbound leads to you 24/7.

To learn more about Conneqtor, visit https://www.conneqtor.co.