Wealth Management referral program
The Connequity wealth manager referral program takes the hassle out of networking with wealth management leads you’re looking for.
Meet wealth management leads that use our wealth manager referrals program. Connequity is like your personal wealth manager referral portal.
According to MorningStar Financial Observer the number of high net-worth households has been increasing significantly in the United States. There was a 12% growth between 2011 and 2012 and the number is expected to continued grow at a compound rate of 7.3% until the end of 2015.
The term “wealth management” is said by the Investment Management Consultants Association to have become popular in the 1990s, and is used to describe the financial advising and investment planning services provided for high net-worth individuals and households. Since then, wealth managers have become known for their ability to evaluate client needs and make insightful recommendations. The challenge: how to find the clients who need these services. Connequity helps match client with trusted professionals in the form of wealth management leads.
Tired of targeting dead end leads?
So were we.
Connequity is a new type of networking site that not only delivers relevant business contacts, but uses a software that is specifically designed to match you with only the most relevant connections.
The prediction is that the number of financial advisors will grow 32% over the next decade.
source: Bureau of Labor Statistics
The competition for a great wealth management lead is mounting. How are you going to find the right wealth management lead now that the demand (and competition) for a wealth management referral is rising? Attend more networking events? Search LinkedIn? With the large number of potential financial planning leads out there, that process will be exhausting and possibly still leave you without a quality wealth management lead.
Connequity has reimagined digital networking with an online platform that will match clients with the right wealth management referral. Sign up for the wealth management referral program here today and receive a free trial membership.
With the increase in high net-worth households comes the fact that baby boomers are starting to retire and are looking for ways to live on their lifetime’s savings. It has become clear that there is a rising need for financial advice from wealth management referrals. Therefore the financial advising industry, specifically wealth management, is expanding.
The right contacts
Connequity helps talented Wealth Management professionals build their referral network. Whether you need a continual stream of new leads, a strategic partner, or just a few high-quality referrals, we provide the right contacts.