Partnerships

Alyssa empowers financial advisors by streamlining operations, enhancing sales and marketing strategies, and driving innovation. Her expertise ensures advisors can efficiently grow their businesses while delivering tailored solutions that meet the evolving needs of their clients.

Connie Kadansky empowers financial advisors to prospect confidently and consistently. Through her SPQ Gold assessment, training, and coaching, she helps advisors overcome Prospecting Reluctance, unlocking their potential and driving greater success in financial services.

Dave Resseguie empowers financial leaders through dynamic keynotes, coaching, and training programs. As Founder of The Industry, he delivers innovative, digitally-driven solutions to enhance growth and performance across financial services organizations.

The folks at Pineapple genuinely have a lot of fun helping small businesses become more data-driven!

As the Membership Director at The Association of Financial Educators (AFE), Jen Coito is passionate about empowering individuals and communities with the knowledge and tools they need to make informed financial decisions.

Lila empowers financial advisors to modernize hiring, training, and leadership strategies. She optimizes team composition, aligns organizational systems with business goals, and strengthens value propositions to help advisors thrive in today’s rapidly evolving financial services landscape.

Mojan expands CoPilot AI’s partnerships, empowering resellers and affiliates to drive growth. CoPilot AI’s cutting-edge tools humanize digital interactions at scale, helping businesses generate connections and achieve sales success with AI-driven precision and impact.

Sarah empowers financial advisors with tailored marketing strategies that amplify their online presence. Through Socials with Sarah, she simplifies social media and content creation, driving growth, building loyalty, and delivering measurable results for advisors.