Combine the best of human & artificial intelligence

Team-up with our marketing experts and deploy our AI powered software to take a winning strategy to 1000s of high-value prospects.

Learn how we can help you grow you business today!

How we work with you

1. Discovery

1. We start by finding out more about you and your business

2. Next we find out about who your ideal client is

3. Finally we learn about your goals and what you are looking to accomplish.

2. Onboarding

1. We get you setup with a dedicated Client Success Manager

2. Setup for our software and linking of your LinkedIn account

3. Access to client portal and dashboard.

3. Messaging + Prospects

1. Our in-house copywriting team puts together your messaging based your target market and discovery.

2. Our AI Sales Assistant finds the leads that match your ideal client profiles. We review, fine tune and adjust to get that perfect match!

3. Our social media teams provide a full profile audit to make sure you are setup for success - first impressions are everything!

4. Your prospecting campaigns are launched.

4. Ongoing Support

Once your prospecting campaigns are up and running. The AI sales assistant does all the heavy lifting, and notifies you as people connect, reply and agree to meetings.

Your time commitment = 15-20 minutes a day!

Additionally you also get:

1. Full Social Media training through our partners at Fortuna University.
2. Direct access to your Client Success Manager
3. Advanced Prospecting techniques like incorporating videos in your prospecting messages

Andrew G

"Hands down the best money I have spent on marketing"

Why advisors choose ConnectPro

Built by ex-finance people

Our team comes from Financial Services. We know the ins and outs of what it takes to build a modern and sustainable advisory business. So things like compliance, audits and reporting are no problems for us. We build everything with your success in mind!

Extensive support & help

We are here for you for whatever you need. You get a dedicated success manager, and their only job is to make sure you succeed in your growth goals. We have experts available to help you in every step of your journey. If we don't handle something in-house, we have partnerships to get it done. Think of us as your 1 stop shop.

Effective and custom messaging

Our professional copywriting puts together the messaging for all your campaigns. Whether you want to run one campaign, or ten. We make sure you can stand out and be unique in your approach to prospects. This ensures highest conversions and growth for your business.

Constant monitoring of results

You have access to your realtime results directly through the client dashboard. So you are always in the know with what's going on, and how the campaigns are doing. Additionally, your success manager also keeps a close eye on the results and will proactively suggest optimizations and if any changes need to me made.

Advisor friendly

Everything we do and build is designed for usability. We know you are busy, and we want to you spend as little time dealing with non-essential activities as possible. Our services are designed to be flexible. We are here for you as much or as little as your want. Think of us as your in-house staff. Just say the word and we will make it happen.

Your partners in growth

Whether you are just starting out, or an industry veteran, we can help. We have a full assortment of services through our partnership with Fortuna that we can provide you support and services for any stage of your business. Whether its LinkedIn sales campaigns, or Facebook marketing or content etc, you can count on our support and help.

See all the features

Give us 15 minutes to show you how we can drastically improve your business!

Trusted by hundreds of advisors from

STATISTICS ABOUT US

Over 700+ Advisors.

700+

Advisors

2 million

prospect conversations

$1B

AUM Gain