John M. Morgan Email & Phone Number

Boca Raton, Fl, Us

Fractional Business Development for firms and fintechs ready to take that next step in growth, and improve their brand awareness. Why hire one full time salesperson, who may or may not work out, when you can hire a small team of seasoned, well connected veterans who work together to get the job done? Let our team help you with strategies and messaging that work!

The Jammin & Plannin Podcast is a new, unique, fun and hopefully entertaining Podcast brought to you by John Morgan, Founder and Managing Member at Connected Consultants, LLC and Scott Stathis, Founder and Managing Partner at Stathis Partners, LLC.Life is short. And We believe any time you can combine your personal passions with your professional passions, is a time very well spent. Scott and I love music and really enjoy playing and creating music with others. From beginners to pros still playing paying gigs, the passion to play and create beautiful music is the same. Pure Joy!We all also love working in the financial services space, helping advisors, banks and firms engage, plan, protect and grow utilizing valuable technology tools, actionable ideas and proven best practices. Bringing together great musicians, playing in perfect harmony can create amazing results, so can valuable integrated technology, strategies and expertise!So why wouldn’t we combine those passions into a fun show? We would! We have! And we hope you will join us on this musical journey.Consider joining our Jammin & Plannin Podcast Group where we are building a community of like-minded professionals who love music, delicious food and other fun activities that we want to share with you! Good Vibes Only.

Toronto, Ontario, Ca

Cultivated key client relationships integral to the achievement of company goals and the development of strategic alliances with prominent firms in the industry to create brand awareness and sales opportunities. ▪ Constructed marketing plans and communications collateral including videos and social media posts to create/increase brand awareness and drive traffic to the website, company events, white papers, and blogs. ▪ Cultivated a network of prominent compliance and industry consultants that have facilitated product development strategies and enhanced target audience credibility.▪ Spearheaded the purchase of HubSpot as part of a new digital marketing strategy. Fostered relationships with Financial Services media authors and outlets to advertise and distinguish the product brand.

Analyzed and delivered full financial plans and investment solutions to enable clients to achieve their financial goals and protect them from potential risks. Provided advice on various financial, investment, and insurance products based on client needs, risk tolerance, and time horizon. ▪ Created network opportunities by facilitating special events, client seminars, and educational meetings to build credibility, entice sales, and cultivate client relationships.

St. Louis, Mo, Us

Prospected, created, and developed relationships with prospective clients, closing new business leads. Counseled clients on financial investment opportunities, products, and services. ▪ Created network opportunities by facilitating special events, client seminars, and educational meetings to build credibility, entice sales, and cultivate client relationships.

Prospected, created, and fostered relationships with future clients, closing new business leads. Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability. Collaborated with network to facilitate and participate in special events, client seminars, and educational meetings and events to build credibility, entice sales and establish loyal client relationships.