ConnectRoot Created to Serve as Vital Link in the Financial Services Industry

By: ConnectRoot, LLC
NEW YORK - Oct. 16, 2013 - PRLog -- ConnectRoot, LLC, launched in October 2013 and headquartered in New Jersey, serves the financial industry as a networking source and assessment firm making qualified referrals and managing relationships based on client needs.

“My goal is to become the industry ‘go to’ firm, representing smaller companies and freelancers who provide vital services to financial professionals who may lack sufficient in-house personnel or ready access to external sources,” explains Kelly Newsome, founder and president of ConnectRoot.

“Our specialists-what we call Resource Partners-have significant financial services experience and have the ability to work collaboratively for the clients specific needs,” Newsome stated.

According to Newsome, ConnectRoot will save its clients valuable time and energy by relying on the firm’s valuable Resource Partner directory of writers, website designers, sales reps, and management trainers. The new firm also provides social media marketing, executive recruitment, and general marketing and PR services.

“In today’s fast-paced environment, we are all looking for more strategic alliances and nontraditional human resources to provide solutions and help us attain business success,” says Newsome.

Newsome has worked in the industry for over a decade, with a focus on sales and business development.  Over the years, she came to recognize the need for a single reliable source within financial services to serve as a conduit for introducing strategic problem-solving connections, and created ConnectRoot towards that end.

Contact information:

Kelly Newsome

732 619 4506
Source:ConnectRoot, LLC
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Tags:Financial, Advisors, Financial Industry, Rias, Investment Advisors
Location:New York City - New York - United States
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