Right now, buried in your lead lists, are dozens of prospects ready to invest TODAY.

But here's the problem: You're wasting 80% of your time chasing prospects who will NEVER buy, while the real money walks away because you never got to them.

This ends now.

Our Signature Lead Qualifying Process Is Turning Financial Advisors Into Closing Machines

Level the playing field by accessing enterprise-level lead generation without the enterprise budget.

Compete with Larger Firms on Equal Footing

Pre-qualified leads convert at 3x the rate of cold prospects because they’re already interested in your services.

Triple Your Appointment-to-Close Ratio

Grow your client base exponentially without hiring additional staff, renting bigger offices, or increasing operational costs.

Scale Your Practice Without Scaling Your Overhead

Spend your time where it matters most – in client meetings, portfolio management, and closing deals that get you paid.

Reclaim 15-20 Hours Per Week

We handle the heavy lifting so you can focus on what you do best.
Our proven system turns your contact list into qualified, ready-to-meet prospects. You simply send over your list of prospects, and we take care of the rest.

Why Connect And Qualify? 

We don't just ask if they have money—we verify they have the RIGHT amount for YOUR services


We identify their pain points, urgency level, and
emotional triggers that drive buying decisions


We ensure they can actually say YES without needing to
"talk to their spouse" or "think about it"


We separate browsers from buyers by identifying their actual decision timeline


We position YOU as the expert solution before they even
speak with you

Before Connect & Qualify:
60 calls = 3 appointments = 1 sale
Average deal: $2,500 commission
75% of time wasted on unqualified prospects

After Our Signature Process:
25 calls = 15 appointments = 9 sales
Average deal: $4,000 commission
90% of time spent with qualified, ready-to-buy prospects

Our Lead Qualifying Procedure

Phase 1: Asset Verification

Phase 2: Motivation Assessment

Phase 3: Authority Confirmation

Phase 4: Timeline Qualification

Phase 5: Trust Pre-Seeding

Result: When you call these prospects, they're already 80% sold.

Larissa Hart, Founder & Lead Qualification Specialist

With 5 years of experience in the financial services industry, Larissa understands the unique challenges financial advisors face when building and growing their client base. After passing the series 65 and working in various roles within wealth management firms, she recognized a critical gap in the market: quality lead qualification that truly understands the financial advisory space.

Larissa founded Connect and Qualify with a simple mission: to help financial advisors focus on what they do best—serving their clients—while we handle the complex process of contacting and qualifying potential prospects.

Meet The Founder Of Connect And Qualify

Having helped establish lead qualification systems for multiple advisory firms, Larissa brings both strategic insight and practical experience to every client relationship.

At Connect and Qualify, we don’t just qualify leads—we generate opportunities utilizing your existing lead list. Every prospect we deliver has been carefully vetted using criteria developed from analyzing thousands of successful client relationships. We understand that your time is valuable, and our goal is to ensure that every conversation we facilitate has genuine potential.