And the website is live!!! I'm almost more excited about the website than the book itself... Taylen Sather is the best at the whole website thing. www.advisortechbook.com ??Pre-order by Feb 20th and receive LIFETIME access to the Supergrow for Financial Advisors community! (normally $9/mo) --- Shout-out to Michael Kitces and Bob Veres/Joel Bruckenstein - this book wouldn't be possible without their tech surveys.
Conneqtor.org
在线学习提供商
Lexington,Kentucky 3,099 位关注者
Conneqting advisors, operators, consultants, and advisortech.
关于我们
The Financial Advisor Coaching Course & Training you've been looking for. Learn & implement proven concepts, strategies, and tactics to successfully build, grow, and market your business. Conneqtor is a combination of on-demand online learning, tactical how-to’s, plug-n-play templates, and community for financial advisors. Learn how to effectively build and exponentially grow your successful advisory practice while realizing an amazing life-work balance. Building an advisory practice never felt so good. Conneqtor empowers financial advisors like you to: ● Exponentially make more money while effectively managing risk ● Work with bigger and more ideal clients ● Work from anywhere while expanding your reach ● Leverage your time & money to increase effectiveness ● Live the life of your dreams while helping your clients do the same ● Achieve an awesome life/work balance Over 100 New York Life Advisors already use Conneqtor as well as dozens of advisors from companies like LPL, Edward Jones, Mass Mutual, Prudential, Canada Life Insurance Company, Sanlam, and a variety of fully independent RIA’s and IAR’s, now it’s your turn to take your business to the next level with Conneqtor.
- 网站
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https://www.skool.com/conneqtor/about
Conneqtor.org的外部链接
- 所属行业
- 在线学习提供商
- 规模
- 2-10 人
- 总部
- Lexington,Kentucky
- 类型
- 私人持股
- 创立
- 2019
- 领域
- digital marketing、lead generation、practice management、financial adviser coaching、virtual financial advisor model、financial advisor course、empowering financial advisors、effectively grow a financial business、master blueprint、business growth、increase income、lower expenses、location independence、work life balance、modern approach、cutting edge、step-by-step coaching、comprehensive financial advisor training、define your ideal client和concepts, strategies, tactics
地点
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主要
US,Kentucky,Lexington
Conneqtor.org员工
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Bekithemba Mafulela, CFA
I help small seemingly ordinary financial advisory practices to transform into extraordinarily successful medium sized businesses | Innovator of the…
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Joe Moss ??
?? Author ~ AdvisorTechBook.com ?? and helping 100+ financial advisors dial in their niche and scale in 2025 ?? -> skool.com/supergrow
动态
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Thanks Substack! I've loved every minute of it! This is just the beginning...
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Releasing Chapter 26 of my book... "Note-Taking" This is probably the most fluffy advisortech category out there right now! Mentioned: FinMate AI Ben Olsen Beemo Automation CogniCor Technologies Jump - Advisor AI YourStake Zeplyn Zocks | AI for Advisors Vega Minds | AI Associate Advisor Mili Thyme (YC S24) GReminders Paradino Pulse360 filenote.ai Winford Wealth Knapsack Spaces Focal | Secure Advisor AI Munin
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In case you missed it, Kitces.com launched a community! On Circle no less... Brian Thorp, I guess you win. But for real... Kitces has a strong brand identity, and Circle offers much more customization for the look and feel of a community. Looks great, Michael Kitces!! https://lnkd.in/e_YB6CVq
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Great question, Bob Veres, think we all need an answer. https://lnkd.in/e2uBjyU8
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Two themes come up in many of my conversations with advisors... 1. They don't want coaching / consulting. They want someone to help DO THE WORK! enter the fCOO 2. They don't want "access to resources" - whether it be courses, templates or the like. They want someone to help DO THE WORK. enter the fCOO. Well, but they already entered this post, so just ditto the above. 2025 will be the year of the fractional DO'ers.
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Goes for advisors and consultants too.
Co-founder & CEO of MedEd Cloud I NVIDIA Inception | DO, Health & Wellness, Innovation, Regenerative Medicine
A Behemoth of a Journey: Untangling the Healthcare System with MedEd Cloud For the past nine years, this journey has consumed me. ?? Medical training ignited a spark—a vision of what could be if the healthcare system truly worked the way it should. Now, after long days filled with work and managing the inevitable chaos at home ????, I find myself at my desk, coffee in hand ?, still pushing forward. Why? Because the system is broken. ?? What weighs heavily on my mind is the pervasive dysfunction within the culture of medicine. For all the brilliance of physicians, we continually sabotage our collective interests. Trapped in a system that steadily erodes our autonomy, we also face a deeper issue: a culture plagued by ego, toxic competition, and an unwillingness to collaborate. ??♂???♀? The refusal to work together—rooted in insecurities, jealousy, and outdated hierarchies—is not just counterproductive; it’s detrimental to the profession and the patients we serve. This is a culture I am determined to change. ?? Physicians should see each other as colleagues and peers, not rivals. ?? It’s time to tear down these walls and build a profession that thrives on mutual respect, collaboration, and a shared purpose. Back to the work at hand—untangling this mess. ? #HealthcareReform #CollaborationOverCompetition #PhysicianLeadership #FixTheSystem
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"You can close more business in two months by becoming interested in other people than you can in two years by trying to get people interested in you." ~ Dale Carnegie,?author of the classic book?How To Win Friends and Influence People https://lnkd.in/ee94sbvJ
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Chatting with Koen Marcel K Vanderhoydonk yesterday Connector. to Conneqtor... We're both big fans of LinkedIn and the various softwares available to Supergrow. One he mentioned and I'm starting to find out more about: Going to post a video on how exactly I'm using it soon. Come join us! skool.com/supergrow
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