Transforming Financial
Advisory Services

Hire The Right Candidates, Get Them Off To A Fast Start,
And Hardwire Real-Time Accountability

Quality Agents are tough to find, harder to keep

Some of the biggest problems facing the financial services industry are recruiting and retaining top talent. Advisor retention is in the low single digits after the first few years, costing the individual, manager and enterprise time and money. advisorCONNECT provides an industry first, data-driven solution to onboarding and retaining the right advisor.

Agent Retention

Source and vet candidates based on our proprietary Network Analysis and Personality Profiling.

Sales Enablement

Our Sales Enablement product will help your new Advisors get off to a quick start.  Hardwire accountability and track your team’s progress with our Manager Dashboard.

Intelligent Marketing

A highly targeted approach to direct marketing mapped back to your team’s networks.


Finra and SEC compliant technology with industry-grade security trusted by Fortune 100 firms.  SSO, and integration with internal systems.

Our Team

Jimmy Lyons

Jeff Tompkins

Meghan Majorowski

John Defalco

Federico Ulfo

Michael Bishop

James Johnson

Brian Pasalich

Keith Eby

Andrew Sass




Mr. Robert B. Pollock, served as the President and Chief Executive Officer of Assurant Inc. since March 17, 2006 until December 31, 2014. Since July 1992, Mr. Pollock served as Senior Vice President of Group Life and Disability of Assurant Employee Benefits.. He served as Chief Operating Officer of Assurant Inc., at Assurant Health, Inc. from June 21, 2005 to March 17, 2006 and also its Executive Vice President and Chief Financial Officer from January 1999 to June 21, 2005. He served as the Chief Executive Officer and President at American Memorial Life Insurance Company, Union Security Insurance Company and Union Security Life Insurance Company.


Mr. Richard C. Kane served as Chief Executive Officer and Director at CoverageConnect, Inc. Prior to co-founding CoverageConnect in November, 1999, Mr. Kane was President and Chief Executive Officer of the Global Services Division of Guy Carpenter & Co., a $500 million global re-insurance broking subsidiary of the Marsh & McLennan Companies. From 1988 through 1994, Mr. Kane was President and Chief Operating Officer of Bank Leumi Trust Company of New York.

"Finally, a modern solution to our industry's oldest problem."

Matt Halloran President and Founder of Top Advisor Coaching


Are you interested in learning more about advisorconnect? We would love to hear from you!