In the Spirit of Giving… Part 2

In the spirit of the holiday season, the Connequity team has asked industry experts across the country to share their most valuable business insights on how to both generate and cultivate leads. Check back throughout December for more tips on how to get active in the...

In the Spirit of Giving…

In the spirit of the holiday season, the Connequity team has asked industry experts across the country to share their most valuable business insights on how to both generate and cultivate leads. Check back throughout December for more tips on how to get active in the...

Connequity: Digital Networking Reimagined

As a Senior Vice President and wealth manager at one of the world?s largest diversified financial services companies, one of my goals is to continually develop new referral relationships in order to build a steady pipeline of qualified clients. Of course, this is most...