- Feb. 27, 2014 - NEW YORK --
More than 20 “Resource Partners” have signed on to the ConnectRoot directory, according to Kelly Newsome, founder and president of the New Jersey-based networking source and assessment firm. ConnectRoot launched in October to make qualified referrals and manage relationships based on client outsourcing needs throughout the financial services industry.
“More firms and professionals in the financial services industry are outsourcing projects to small firms, independent consultants, and freelancers,”
says Newsome, noting that ConnectRoot is committed to providing the industry with a growing directory of experts who offer strategic—and often unique—problem solving solutions.
Recent directory additions include: Your Social Media Hour, which provides social media support for small businesses; dBuyer, Inc., a live entertainment acquisition and production specialist; IMC Group, which provides consulting services to investment management organizations;
Meridian-IQ, a data-suite of B/Ds, trust companies, insurance agents, registered reps, and RIAs; AdviceIQ, an online hub for advisor-submitted articles, independent advisor rankings, as well as a consumer directory of “trusted” advisors; and ASGMC, Inc., which provides executive leadership coaching and training worldwide.
“I’m gratified that so many professionals, from fields including website design, writing, sales, conference production, wholesaler training, compliance, SEO consulting—there’
s even a sleight-of-hand artist and mentalist—see the value and opportunities ConnectRoot offers them and those they serve,” says Newsome.
s Holiday and Corporate Gift Connections directory has also grown significantly, says Newsome. The directory, launched in December, is a single-click service that simplifies gift giving (or charitable giving in lieu of a gift) to corporate clients. Joining is the NAPFA Consumer Education Foundation (NCEF), whose mission is to educate consumers about basic financial matters and to help them identify financial services that are in their best interest. NCEF was created in 2005 by a group of fee-only financial planners affiliated with the National Association of Personal Financial Advisors.
“I’m honored that such a respected industry foundation, NCEF, has chosen to partner with ConnectRoot,”
says Newsome. For information about and ways to support NCEF, visit www.napfafoundation.org.
ConnectRoot clients have access to the Resource Partner Directory and the Holiday and Corporate Gift Connections directory at www.connectroot.com
. Ms. Newsome also welcomes clients to contact her directly for one-on-one consulting services. Talented professionals who would like to become ConnectRoot Resource Partners, and interested artisans and foundations are encouraged to contact firstname.lastname@example.org