ConnectRoot
Financial Services - , ,
ConnectRoot Employees
ConnectRoot Details
About ConnectRoot, LLCProven results for financial services professionalsConnectRoot serves the financial industry as a networking source and assessment firm making qualified referrals and managing relationships based on client needs. We provide creative solutions, introduce synergistic relationships, and facilitate access to human resources.ConnectRoot represents smaller firms and independent professionals. We call these talented resources solution providers. As our network grows, so do our capabilities.The firm's first client contacted ConnectRoot to help with the launch of their new investment platform. Knowing that our firm is deeply rooted in the industry, with contacts necessary for them to reach their goals, within 24 hours ConnectRoot referred two viable clients (in this case, advisory firms). Initial phone conversations led to in-person meetings within a week. Our expertise encompasses all facets of the financial services industry.
