Most advisors go in blind. They don’t know the background, the needs, or even how to start a relevant conversation.
GoConnectIQ changes all that.
It instantly delivers an intelligent personal report—with insights, conversation starters, and key details all from public sources—so you can build trust from the very first hello.
👉 Show up prepared.
👉 Build trust and stronger connections.
👉 Stand out from other advisors and win the business.