The Challenge Facing Advisors Today

The way salespeople were trained to engage and meet prospects worked 30 years ago, but every year, it becomes less effective.  In fact, many will say it no longer works at all. Salespeople are becoming increasingly more frustrated. Management pushes them to keep using the same approaches on prospects, who now have shorter attention spans, don’t answer their phone, have more information at their fingertips, and are screaming to be engaged with differently.

iungoCONNECT Offers You the Answer

Salespeople today need to be able to deliver messages that prospects want to hear in a manner that prospects want. Salespeople need real time information in order to engage with prospects at exactly the right moment. As sales grow, they need real solutions on how to properly scale their sales job and turn it into a long-term, profitable business. 

The answer is our financial videos that educate prospects, so that they realize the need for your product and come to you to get help.

Greg
Greg
Recognized Business Consultant

“iungoCONNECT has taken the skillset, knowledge, and sales techniques of 7 figure earners and put them in a format that everyone can effectively deliver to their clientele. Now the average salesperson has a way to stand out and truly build a profitable career.“

iungoCONNECT’s educational videos help Advisors educate prospects of their need for financial products.

Most salespeople want to be viewed as an advisor, but the approach they use with prospects has them permanently labeled as “salesy”. They haven’t figured out how to deliver information prospects want in a way that is consultative and educational. The result is they come across as desperate to close a certain product, which sends their prospect running away.

See what other Financial Advisors are saying…

Our Collection of Videos

Strategy Videos

Coaching Videos

Whiteboard Videos

How it works

STEP 1

SUBSCRIBE

Choose the Membership that best suits your purpose.

STEP 2

CHOOSE VIDEO(S)

Choose an educational video(s) that you would like to send to a prospective client.

STEP 3

GRAB VIDEO LINK

Copy the video’s link so you can paste it.

STEP 4

SEND VIDEO(S)

Send the video(s) to your prospective client(s) via the link. This can be done by text to mobile or by email.

What comes with a membership?

We have different levels of membership.  So it depends on which level you sign up for.

For details, check out our chart at the bottom of the Membership Pricing page.

What are the videos like? And how does the App look?

See below for a sneek peak at the videos, and our customized App.  To see them all, Join Now.

Mobile App Screenshot

Our Customized APP

The phone app puts your business card on a digital platform that allows you to chose a whiteboard video to dynamically articulate your “elevator pitch” or value to the prospect, allows for instant scheduling, syncing with your CRM, and more importantly allows you real-time notification on when your card is viewed or shared, and by whom it is viewed or shared with allowing you the ability to reach out at the exact moment you’re being thought of increasing the odds of scheduling a meeting by over 80%.

Watch a Sample Video

The indexing video shows how an indexing strategy can be an asset to a client. It shows the power of not having to take a negative return if the market goes down, illustrates historical stock market averages and explains how clients emotion or “buying and selling” at the wrong time negatively impacts their potential return and ability to retire when and how they want.

Our Membership Plans

You save 5% if you sign up for a Yearly Plan
Yearly
Monthly
Bronze
Bronze
Bronze +
Bronze +
Bronze +
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$991.80
yearly
$87.00 for 12 months
$77
monthly
($877.80 annually)
$77
monthly
($877.80 annually)
$77
monthly
($877.80 annually)
Silver
Silver
Silver
Silver
Silver
Use of Business Card App
Use of Business Card App
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$1,789.80
yearly
$500
1st month then $125.82 following 11 months
$147
monthly
($1,675 annually)
$147
monthly
($1,675 annually)
$147
monthly
($1,675 annually)
Silver+
Silver+
Silver+
Silver+
Silver+
Use of Business Card App
Use of Business Card App
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$2,017.80
yearly
$500
1st month then $147.64 following 11 months
$167
monthly
($1,903.80 annually)
$167
monthly
($1,903.80 annually)
$167
monthly
($1,903.80 annually)
Gold
Gold
Gold
Gold
Gold
Use of Business Card App
Use of Business Card App
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$3,385.80
yearly
$500
1st month then $278.55 following 11 months
$297
monthly
($3,385.80 annually)
$297
monthly
($3,385.80 annually)
$297
monthly
($3,385.80 annually)
Gold+
Gold+
Gold+
Gold+
Gold+
Use of Business Card App
Use of Business Card App
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$3,841.80
yearly
$500
1st month then $322.18 following 11 months
$337
monthly
($3,841.80 annually)
$337
monthly
($3,841.80 annually)
$337
monthly
($3,841.80 annually)
Platinum
Platinum
Platinum
Platinum
Platinum
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$2,359.80
yearly
$500
1st month then $180.36 following 11 months
$197
monthly
($2,245.80 annually)
$197
monthly
($2,245.80 annually)
$197
monthly
($2,245.80 annually)
Platinum+
Platinum+
Platinum+
Platinum+
Platinum+
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$4,525.80
yearly
$500
1st month then $387.64 following 11 months
$397
monthly
($4,525.80 annually)
$397
monthly
($4,525.80 annually)
$397
monthly
($4,525.80 annually)
Iungo Recruit
Iungo Recruit
Iungo Recruit
Iungo Recruit
Iungo Recruit
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
Connect with Social Media and update your status like profile, posts, profile customization, monthly reporting etc.
$2,359.80
yearly
$500
1st month then $180.36 following 11 months
$197
monthly
($2,245.80 annually)
$197
monthly
($2,245.80 annually)
$197
monthly
($2,245.80 annually)

FAQs

In order to upgrade your Membership, please contact us directly at info@iungoconnect.com.

iungoCONNECT is best for agents and advisors who are looking to grow their business and know they need to connect with prospects in a different manner. New advisors, struggling advisors, and experienced advisors find value in the ability of the strategy videos to convey concepts to prospects and clients before meeting thus streamlining their future conversations. Our gold package has added revenue to CPA firms, Law offices, and Property & Casualty agents by allowing them to partner with experienced advisors to serve their clients and keep competition out. Our coaching and practice optimization videos have helped individuals from many industries to scale their sales jobs and turn them into thriving businesses. Our recruiting platform has allowed firms to change how they collect candidates and create a process on how to figure out who is best for them using skill finders. It has allowed them to create a pool of current and future candidates and turned recruiting into a predictable and reliable business unit.

iungoCONNECT videos do not talk about any specific products. They give general information and present concepts in a way that allows a prospect to learn and absorb information so they are educated on how ideas and concepts you present may be able to help them in their personal situation. The videos make no promises on returns or results. Some broker dealers have viewed these videos and found them to be suitable for use and we are currently in the review process with a third party compliance consulting firm. If you have concerns you should submit to your compliance department for review.

We do not collect or store any prospect or client data entered on the site.

We are happy to use our experts to collaborate with you to create content that fits your business. There will be an additional charge for this service.

Any questions or comments can be emailed to us at help@iungoconnect.com .

Ask us anything…