Connecting
Advisors
Financial
with the tools they need
to grow their businesses
Why make connections?
We know how difficult being an advisor can be.
We’ve been there.
Our founder, John Morgan, was an Independent OSJ Advisor for 17 years at JM Morgan Financial Partners.
When asked why he started Connected Consultants, John usually gives two reasons:
He saw firsthand how important it is for advisors to have access to the right resources.
He LOVES connecting great people with each other, and the tech that helps them grow their business.
He’ll often say with a wry smile that “it’s in my DNA!”
A nod to the work he has done with Leon Morales, Nikki Evans and the entire team at DNA Behavior - an industry leader in behavioral finance going back to 2001.
Work that uncovered his natural strengths, but - more importantly - showed him his potential blindspots.
Work that led to him relaunching Connected Consultants.
And that passion still runs through our veins.
If you’re a Financial Advisor, we hope you’ll find the tools, tech, and talent through us that helps you scale your business.
If you’re a FinTech, software, or service that works with Advisors (and you have an awesome business) we hope you’ll consider partnering with us to bring your solution to the FAs who need it most.
And either way, we hope you have a wonderful day.
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