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Epc™ Dan Connerty - RRC®
Syrja & Associates Private Wealth Management
Professional Background
Epc™ Dan Connerty, RRC®, is a distinguished professional in the finance industry whose remarkable journey has been marked by resilience and a deep commitment to helping others succeed. Initially aiming for a career in professional baseball, Dan's path took an unexpected turn after an unsuccessful tryout in New York. Faced with the reality of needing to secure a job to make ends meet, he embraced an opportunity that would shape his future. Shortly after that pivotal moment, Dan received three enticing job offers, all within the finance sector, and ultimately chose IG Wealth Management.
One of the hallmarks of Dan's career is his unique ability to blend passion with professional aspiration. At IG Wealth Management, located in Downtown Toronto, he joined the Syrja & Associates Private Wealth Team, where he has flourished in his role as an Associate Consultant. This environment allowed him not only to hone his skills in financial planning but also supported his dreams of pursuing professional baseball. With boundless support from his colleagues, he was able to cultivate his personal financial planning practice while maintaining his ambition in sports.
Dan’s professional trajectory is a testament to his dedication; he has successfully transitioned into professional baseball while simultaneously building a lucrative career in finance. His work involves providing tailored financial plans that help clients achieve their personal and professional goals, a process he finds deeply rewarding.
Education and Achievements
Dan Connerty is well-educated with a robust background in business and entrepreneurship. He completed his high school education at Alexander Mackenzie High School and continued his academic journey at Northwood University in Michigan, where he earned a Bachelor of Business Administration with a focus on Entrepreneurship.
His commitment to excellence didn't stop there; Dan pursued further specialized training with a Certificate in Business Administration from Concordia University in Montreal, followed by a Certificate in Business Management from Wilfrid Laurier University in Waterloo. This solid educational foundation has equipped him with the essential skills and knowledge to navigate the complexities of the finance industry effectively.
On the professional developments front, Dan's understanding of financial services has been enriched through various roles in diverse organizations. From serving as a Managing Director at Clutch Factor to providing his insights as a contributor to reputable publications such as The Globe and Mail, Forbes, and The Wall Street Journal, his expertise has been sought after in many arenas.
Notable Achievements
Dan is particularly proud of his current role on the Syrja & Associates Private Wealth Management team at IG Wealth Management, where he has gained invaluable insight into the nuances of wealth management. His passion for mentoring and helping others grow within their financial journeys has positioned him as a trusted advisor in the industry.
In line with his desire to give back, Dan serves as the Principal Director of the Baseball Development Group, an elite training facility for aspiring baseball players in the Greater Toronto Area. His commitment to the local community and sport development is evident in his numerous initiatives and contributions. He is also a dedicated Executive Board member of the Toronto Baseball Association, actively engaging in efforts to enhance and elevate baseball training and opportunities for young athletes.
Moreover, Dan enjoys attending various networking events, where he not only enhances his professional connections but also shares his expertise to support charitable initiatives. His involvement with organizations such as the Sick Kids Foundation showcases his philanthropic spirit and commitment to making a positive impact beyond his immediate professional responsibilities.
Dan Connerty’s professional journey is an inspiring example of how passion and dedication can intersect to create a fulfilling career that not only achieves personal dreams but also uplifts others along the way. His dual pursuits in baseball and finance illustrate that it is possible to strive for excellence in multiple spheres. With a background rich in education, experience, and a clear vision for giving back to his community, Dan is poised for continued success in both his professional and personal endeavors.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.