Next Generation Digital Advisor

Integrated market development at your fingertips

For Advisors

FACT: Today’s advisor struggles to stay afloat, with only 10% still in business after 4 years. AdvisorConnect is the solution to keep you in the game thriving.

The online world offers you unparalleled access to information but it’s spread out across different social sites, email accounts, and even your phone. Instantly compile your entire digital network to discover what markets and prospects you are best suited to serve.

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"From the moment you try AdvisorConnect, you’ll realize life as a digital advisor has just gotten a whole lot easier."
Financial Representative, Fortune 500 Financial Services Firm

For Advisors

FACT: Today’s advisor struggles to stay afloat, with only 10% still in business after 4 years. AdvisorConnect is the solution to keep you in the game, thriving.

The online world offers you unparalleled access to information but it’s spread out across different social sites, email accounts, and even your phone. Instantly compile your entire digital network to discover what markets and prospects you are best suited to serve.

quote_tip

"From the moment you try AdvisorConnect, you’ll realize life as a digital advisor has just gotten a whole lot easier."
Financial Representative, Fortune 500 Financial Services Firm

Leave the busy work behind
and transform your digital networks into real client relationships



For Managers

FACT: Managers must hire 60,000 advisors per year over the next 10 years to maintain the current workforce. Now, there’s an easier way.

With the AdvisorConnect Manager Platform, the most promising candidates and networks are at your fingertips to help you make data-driven hiring decisions. Previewing a candidate’s potential markets, demographic segments, and network report card allows you to quickly and accurately determine their likelihood for success.

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"AdvisorConnect made onboarding talent a highly-simplified process that allows us to weed out candidates and hire the best advisors available faster than ever before."
Managing Principal, Fortune 500 Insurance Company

Our best-practice tools allow you to quickly find, hire and retain the best of the best

For Enterprise

FACT: A study by Proudfoot Consulting found that only 11% of a field advisor’s time is used for active selling. Imagine being able to double that. Triple it.

Equip your advisors and managers with the technology that frees them from manual processes and guesswork. Watch as their networks, and subsequently your business, grow at an unseen pace as more advisor time is freed up for active selling.

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"AdvisorConnect is a game-changer. Managing networks, teams and individual advisors has become extremely simple. This has allowed us to focus significantly more time on market development and building trusting relationships with clients."
Partner, Fortune 100 Insurance Company

For Enterprise

FACT: A study by Proudfoot Consulting found that only 11% of a field advisor’s time is used for active selling. Imagine being able to double that. Triple it.

Equip your advisors and managers with the technology that frees them from manual processes and guesswork. Watch as their networks, and subsequently your business, grow at an unseen pace as more advisor time is freed up for active selling.

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"AdvisorConnect is a game-changer. Managing networks, teams and individual advisors has become extremely simple. This has allowed us to focus significantly more time on market development and building trusting relationships with clients."
Partner, Fortune 100 Insurance Company

AdvisorConnect improves enterprise efficiency at every level,
allowing more time to connect with clients in an industry where genuine human relationships make all the difference

98405171
prospects
879123
markets identified
10856
advisors analyzed

Questions? Get in touch.