John L. Connell, Co-Founder and CEO at Focal - PIR Ep. 713

Profiles in Risk
24/07/2025 28 min
John L. Connell, Co-Founder and CEO at Focal - PIR Ep. 713

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Episode Synopsis

Tony chats with John L. Connell, Co-Founder and CEO at Focal, they are the enterprise grade AI notetaking platform and automation platform for financial advisors and in the insurance agency and broker/dealer space. They are used across Charles Schwab, Vanguard, Commonwealth, and others. They deliver a vertical specific purpose built platform that saves advisors 50 hours a month! It empowers you to deepen your relationships with your clients.John L. Connell: https://www.linkedin.com/in/john-l-connell/Focal: https://meetwithfocal.com/Video Version: https://youtu.be/n0PUISKLMqs

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