It’s time to bring on someone with sales expertise.
But hiring in-house is…
Expensive
Time-consuming
Risky
You take on all the liability to find the right fit, bring them up to speed on your business and customers, ensure they understand the financial space (or spend your time teaching them about it).
Toss in health insurance, worker’s comp, 401(k) matching, payroll & unemployment tax, PTO…
There’s a lot riding on you getting that hiring decision just right.
But you know there’s a better way - you wouldn’t be reading this, otherwise.
With nearly a half-century of combined experience in the financial industry, and the sales chops to match, Connected Consultants will…
Help you build Strategic Partnerships that generate consistent referral sources and further your reach;
Introduce your story, solution, and firm to our large network of Enterprise and RIA connections;
Remove the time, effort and risk spent sourcing, hiring, training, and managing SDRs.
Let us be your Strategic Growth Advantage.
There is no shortage of consultants in the financial advice profession. John truly understands the nuances of the investment advisory industry. He takes the time to listen to the needs and concerns of his clients. I found the DNA Behavior Assessment Data enlightening and helpful. His guidance helped me appreciate my strengths and recognize my blind spots in a constructive and meaningful way. John is a knowledgeable trusted resource. I give him my highest recommendation.
“
Rita Cheng, CFP
Chief Executive Officer
Blue Ocean Global Wealth
John Morgan is a highly skilled professional. He has vast experience in the areas of Financial Services and FinTech Sales, and has a proven track record in the field of Business Development. John is also very involved in the South Florida community through Boca Helping Hands, LifeNet4Families, as well as being a co-founder of the LinkedIn Local Boca/Boynton networking group. Most importantly, he has the ability to establish long term mutually beneficial relationships. He is always ready to listen and extend a helping hand. I have known John for some time, and I can undoubtedly say that he will be a valuable asset to any company or firm. I wholeheartedly recommend him.
“
Porfirio de la Cruz
Founder & Creative Pro
P. C. de la Cruz Studio