Connecting Financial Advisors with the tools they need to grow, scale and protect their businesses
Our Partners
Compliance That Builds Trust, Fuels Growth and Feels Like a Seamless Part of Your Business.
RegAlytics® powers your governance and regulatory knowledge tools with the most comprehensive, coherent, and customizable governance data in the world.
Close deals faster with AI enabled proposals and contracts with free e-signatures.
Jammin and Plannin Podcast is where corporate creatives step out from behind the desk and share the passions that fuel them outside the 9-to-5 grind.
Help your clients protect their wealth and their legacy, without ever worrying about legal troubles. A simple tool that helps you organize your clients’ financial life, while getting to know the next generation, and netting advisors an average of $400k in new AUM per estate plan.Estate Guru automatically passes special cases off to them based on your client’s answers You and your clients get to choose which lawyer handles their estate plan So you can be paid for a non-legal role in estate planning - free of liability. In fact, most of their advisors charge a $500-1,000 fee for each plan.
TurboDocx automates the document creation process.
With TurboDocx's AI-assisted templating platform, you can generate contracts, proposal, statements of work, and more, with just a few clicks.
Streamline collaboration across teams, reduce document turnaround times, and centralize document management with TurboDocx.
3iCO provides expert compliance consulting and Outsourced Chief Compliance Officer services to a wide range of RIAs, BDs, and Funds.With deep legal expertise and a people-first approach, our team embeds seamlessly into yours to deliver agile, customized solutions that empower financial services firms to thrive with confidence.
RegAlytics® makes governance and regulation accessible beyond legal experts, supporting teams across all sectors with insights from global regulatory bodies.As the leading provider of governance and regulatory data, we offer innovative research tools and platforms to enhance thought leadership, education, and business development across industries like finance, healthcare, and technology.
The Jammin & Plannin Podcast is a unique, new, fun and hopefully entertaining Podcast brought to you by long time financial services veterans, Johnny “Guitar” Morgan and Scotty “Kick Drum” Stathis!Life is short. And We believe any time you can combine your personal passions with your professional passions, is a time very well spent.
About
A Lifetime of Connecting with PeopleAfter spending 17 years as a successful Independent OSJ Advisor, and another 15 years as an Customer Service Specialist in the Restaurant Business starting as a Bartender, then moving into Restaurant Management, and eventually opening his own restaurant, Tequila Sunrise Mexican Cafe in Fort Lauderdale, FL, our Founder, John M. Morgan has certainly been there and done that.All of the hard work, long days, ups and downs, mistakes, course corrections, and successes that are just part of the deal whenever you start a business from scratch, and want to grow it into something special.So when he sold his advisory practice back in 2017, he began to think through what he wanted to do next.He knew 4 things for sure:🔸He wanted to make a positive impact on his end clients & community.
🔸He wanted to fully utilize his natural strengths & abilities.
🔸He wanted to build a community of like-minded professionals who love to help others.
🔸He wanted to have some fun while doing it!And just like that, Connected Consultants, LLC was born!Connected Consultants provides fractional business development services to FinTechs and Service Providers who are looking for a Strategic Growth Advantage! From business development, to strategic partnerships, to thought leadership, to marketing & messaging, we provide a one stop shop to help you stand out, get noticed, and grow!During his free time, John loves to spend time with family & friends.He also enjoys many outside passions such as:Reading 📚
Giving Back to his Community ❤️
Playing Tennis 🎾
Playing Guitar 🎸 & Listening to Live Music 🎶
Cooking 👨🏼🍳
Traveling, ✈️
Watching NBA & WNBA Basketball 🏀
and more..So much so, he recently launched the Jammin & Plannin Podcast with his Co-Host, fellow musician, and friend, Scott Stathis, Founder & Managing Partner at Stathis Partners, LLC, where they combine their outside passions for Music with their 9-5 passions in Financial Services, and talk about both with their multi-talented Guest Stars..He also created the Jammin & Plannin Podcast Community Group on LinkedIn where our members have the ability to share their outside passions for music, cooking, mountain climbing, and more, with a community of like-minded professionals who encourage others to do the same.. We hope to bring the Jammin & Plannin Podcast Community movement to others around the globe!
In The Community
Partner With Us
It’s time to bring on someone with sales expertise. But hiring in-house is…expensive, time-consuming and risky!
You take on all the liability to find the right fit, bring them up to speed on your business and customers, ensure they understand the financial space (or spend your time teaching them about it).
Toss in health insurance, worker’s comp, 401(k) matching, payroll & unemployment tax, PTO…There’s a lot riding on you getting that hiring decision just right. But you know there’s a better way - you wouldn’t be reading this, otherwise. With nearly a half-century of combined experience in the financial industry, and the sales chops to match, Connected Consultants will…Help you build Strategic Partnerships that generate consistent referral sources and further your reach; Introduce your story, solution, and firm to our large network of Enterprise and RIA connections; Remove the time, effort and risk spent sourcing, hiring, training, and managing SDRs.Let us be your Strategic Growth Advantage.
"There is no shortage of consultants in the financial advice profession. John truly understands the nuances of the investment advisory industry. He takes the time to listen to the needs and concerns of his clients. I found the DNA Behavior Assessment Data enlightening and helpful. His guidance helped me appreciate my strengths and recognize my blind spots in a constructive and meaningful way. John is a knowledgeable trusted resource. I give him my highest recommendation."Rita Cheng, CFP
Chief Executive Officer
Blue Ocean Global Wealth
"John Morgan is a highly skilled professional. He has vast experience in the areas of Financial Services and FinTech Sales, and has a proven track record in the field of Business Development. John is also very involved in the South Florida community through Boca Helping Hands, LifeNet4Families, as well as being a co-founder of the LinkedIn Local Boca/Boynton networking group. Most importantly, he has the ability to establish long term mutually beneficial relationships. He is always ready to listen and extend a helping hand. I have known John for some time, and I can undoubtedly say that he will be a valuable asset to any company or firm. I wholeheartedly recommend him."Porfirio de la Cruz
Founder & Creative Pro
P. C. de la Cruz Studio