ClaroConnect.com - Mel Marten, ClaroConnect, St Louis, MO

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Mel Marten

Title:	President

Firm Name:	ClaroConnect

Location:	St Louis, MO

Company Size:	5

Print Profile

Services offered:

Business Consulting

Qualifications:

CFA (Chartered Financial Analyst)

Minimum Account Size:

Fee Structures:

Years of experience:

Education:

BS in Business Administration, Washington University in St. Louis, Dual Major in Finance and Accounting, National Merit Scholar

Age:

Foreign Languages:

English

Religion:

My value to clients:

I help create a better match between individuals and their trusted professional advisors.

I founded ClaroConnect so individuals can find the right financial planner, investment advisor, insurance representative or business benefit provider for their needs. ClaroConnect provides those professionals with practice management and a unique, online marketing solution to connect them to the right prospects and clients.

Investment/ Business Philosophy:

A better relationship between individuals and their financial advisors is created when both sides have narrowed down their search using ClaroConnect.The essence of business strategy is focusing on serving your target market, while excluding the rest of the market you don't serve well. This is necessary for financial advisors to build a targeted, successful business. ClaroConnect provides financial planners and advisors with the practice management and online marketing tools to develop a focus on their target client.

For individuals, ClaroConnect provides education on financial planning, investments and insurance and allows them to search for the best financial planner, investment advisor, wealth manager or insurance representative for their needs.

Target Clients:

ClaroConnect helps professionals who are building their business and want to market to their focus clients. Professionals can create their profile to target only the right clients for their services.

ClaroConnect is ideal for individuals who know they need the service of a financial professional, want to find the best professional for them, and are ready to meet with a professional now. It is not ideal for someone who is not ready to meet and implement a solution now.

Personal/ Additional Details:

I founded ClaroConnect as the perfect combination of two passions: investments and start-up companies. ClaroConnect solves a need for better matches between individuals and financial professionals.

My wife is a marketing expert with a mutual fund firm. We enjoy traveling (see www.thetravelingmartens.com), cooking and exercise.

Professional Background:
I spent 11 years as an investment analyst at Edward Jones, where I was named a "Best on the Street" analyst by the Wall Street Journal and featured regularly on CNBC, CNN and other media. I helped the South Florida agency of Northwestern Mutual develop its investment business and have been on the board of several start-up companies.

Memberships:
American Mensa
Miami Society of Financial Analysts
CFA Institute (Chartered Financial Analyst)