Trusted Advisor Network

ConnectedLC enhances its solution by providing access to a network of experienced Trusted Advisors to provide legal, accounting, financial, and coaching advice. Members of ConnectedLC's Trusted Advisor Network are provided unique access to a pool of potential clients and opportunities to expand their marketing reach. Note: ConnectedLC does not provide advisory services.

Trusted Advisor

Network Advantage

Members of the Trusted Advisor Network receive the following exposure opportunities:

  • Access to the ConnectedLC's client database
  • Automated Referrals to Client Benefit Needs Requests
  • Present as a subject matter expert for Lunch & Learn Webinars
  • Participate in Trusted Advisor Lunch & Learn Speaker Series
  • Record TelePresence SpeakerTrackTM Webinars
  • Compose a short ‘Featured Expert’ Blog Series
  • Exposure via Social Media Channels

Member Requirements

Access to the Trusted Advisor Network is limited and includes an application process. The Ideal Candidates are professionals who are passionate about helping Clients prepare for and manage challenging life events.

A comprehensive background check is part of the Application Process.

How to Join

Click the button to begin the application process.

Apply


Once approved, your membership access will be sent to you via email. For those that do not pass the background check, your application fee will be refunded.