Connect to the G.R.I.D

Discover all of the ways we can help you

FinLaw Connect is all about providing Financial Advisors and Agents with a three-tier system that will allow them to optimize growth and customer satisfaction.

We are open to all financial advisors, whether you are a solo practitioner, working with an agency, or as a consultant. All can participate and grow with us

Attorneys, cpas, tax professionals and other professionals are also welcome to join as power partners and use our network to grow their business.

Our 3 Tiered System

Resources:

Estate Planning, Business Planning, and Tax Planning, legal packages and services. Marketing Programs for utilizing social media, internet, and other marketing opportunities. Administrative and Software resources for managing clients and programs

Connections:

A network of Attorneys, CPAs, Tax Professionals, and other experts that expand the services that you can offer to your clients.

Education:

Training Webinars that teach you how to engage and acquire new clients in different marketing arenas such as Business Owners, High Net Worth (HNW) clients, Non-Profit and Charitable Communities, Immigrant Communities, Investors, and Senior Citizen Groups to name a few.

Providing Great Planning

We offer a variety of Legal and Accounting solutions to our network. These include:

Estate Planning Packages

Business Planning Packages

Tax Planning Packages

We also provide “A La Carte” programs that allow you flexibility in giving your clients options to solve their most pressing needs.

WELCOME TO THE G.R.I.D.

Great Resources, Interconnected Distribution (GRID)

What we have developed is a system that connects training and marketing with a network of professionals that are connected to the same clientele.

A Better Network

Most networking organizations work on membership fees and involve getting as many members as possible. We know that a more focused approach is needed. “I want to work with the people Who are talking to the people That I want as clients” All of our members work in professions where there is a natural referral connection. None of our participants pay subscription or membership fees.

A Better Strategy

We also include providing programs, resources, and training to enhance the network and provides the tools and knowledge that makes each member a better promoter of their own services and a better referral source for the other members. “I know my business. I know your business. And I know how we work together”. You can build your own team or use our extensive network of professionals to create your personal referral network of professionals.

Using Education to Bring it All Together

We use webinars, videos, emails, and other content to educate all our professionals on how to grow their markets using our systems.

Each professional learns the basics of the other members in their group.

Each professional is educated on programs, products, and services to provide solutions for their clients.

Marketing and Sales Training is one of our Core training programs to make sure that all our professionals are maximizing their opportunities to generate more revenues.

Providing Great Planning

WELCOME TO THE G.R.I.D.

Great Resources, Interconnected Distribution (GRID)

What we have developed is a system that connects training and marketing with a network of professionals that are connected to the same clientele.

A Better Network

Most networking organizations work on membership fees and involve getting as many members as possible. We know that a more focused approach is needed.
“I want to work with the people
Who are talking to the people
That I want as clients”
All of our members work in professions where there is a natural referral connection. None of our participants pay subscription or membership fees.

A Better Strategy

We also include providing programs, resources, and training to enhance the network and provides the tools and knowledge that makes each member a better promoter of their own services and a better referral source for the other members.
“I know my business.
I know your business.
And I know how we work together."
You can build your own team or use our extensive network of professionals to create your personal referral network of professionals.

Using Education to Bring it All Together

our services

Empowering Clients and agents through insightful workshops

Workshops

We provide workshops both for our professionals and their clients. Capitalizing on Virtual Training allows us to provide training via our website or you can schedule training sessions for your team or clients.

Guiding Your Clients through Every Need

CONNECT WITH US

Our Customer Service is second to none. Using software, AI, and good old fashion human interactions, we are committed to answering your questions, resolving your issues, and following up on your requests.

Your reliable service solutions hub

Support Services

Our support services are designed to provide timely and effective solutions. We offer a dedicated team of professionals ready to assist with any inquiries, issues, or challenges you may encounter along the way.