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Lonnie Epperson
President | Estate Planning Solutions | 𝗜 𝗵𝗲𝗹𝗽 𝗽𝗿𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆'𝘀 𝗹𝗲𝗴𝗮𝗰𝘆 and wealth for generations | connector
Professional Background
Lonnie Epperson is a dedicated financial professional who embodies a passion for helping others through his extensive career in wealth management and financial planning. Currently associated with The Advisor Group, Lonnie has positioned himself as a trusted advisor for individuals and businesses alike, ensuring they achieve financial security and properly manage their estates. His commitment to client satisfaction is evident in his personalized approach to financial planning and estate management. Lonnie has had a progressive career, moving through various significant roles, ultimately ascending to the position of President at The Advisor Group, where he makes a real difference in the lives of his clients.
Before taking on the role of President, Lonnie served as a Vice President of Business Development at The Advisor Group. His extensive experience in business development allows him to understand the unique needs of every client, supporting each individual in their journey towards financial freedom and stability. He has also held the position of Senior Advisor at Growth Management Group, LLC (GMG), where he excelled in finding financial solutions for companies of all sizes. His background in working with diverse businesses has equipped him with a wealth of knowledge in financial strategies tailored to meet different organizational objectives. Through his role as the Regional Director at the Financial Education Partnership (FEP), Lonnie helped disseminate financial knowledge, ensuring that more communities gain access to crucial financial education resources.
Education and Achievements
Lonnie Epperson studied at The University of Memphis, where he laid the foundation for his successful career in finance and business management. His academic journey not only imparted vital knowledge and skills required for financial advisory roles, but it also inspired his commitment to community service through various organizations, particularly in the realm of financial literacy and assistance.
Aside from his professional roles, Lonnie has been an active participant in community service, impacting lives through volunteer work at his local church and participating in numerous outreach programs aimed at increasing financial understanding and support. His passion for assisting others transcends his professional endeavors, demonstrating his belief in making a positive impact wherever he can.
Notable Achievements
Lonnie's career is filled with significant achievements that reflect his dedication and expertise in the financial services field. His role as the former President of The Advisor Group marks a high point in his career, where he has influenced the direction of the firm and its commitment to client-centered advice. Through the multiple roles he has embraced, Lonnie actively contributed to establishing best practices and frameworks that empower both clients and finance professionals.
His background as a Freelance Videographer, Photographer, and Editor has further enhanced his communication skills, enabling him to connect with clients visually and verbally. This unique blend of creative skills and financial acumen makes Lonnie a multifaceted professional who can engage with clients on various levels, helping them not just with financial matters but also fostering a deeper understanding of the complexities surrounding personal finance and estate planning.
As the Owner of Light Now Entertainment, Lonnie honed his entrepreneurial skills, allowing him to better understand the needs of business owners and develop tailored strategies that help them achieve their financial goals. With a well-rounded background across different sectors such as media, business development, and finance, Lonnie is uniquely qualified to assist both individuals and companies in navigating their financial futures with assurance and clarity.
In summary, Lonnie Epperson is not just a financial advisor; he is a community leader and a caring individual who genuinely desires to help others. His experience at The Advisor Group and various other roles highlight his capability in managing client relations and ensuring financial well-being for all his clients. Whether you are an individual planning for your retirement or a business seeking financial solutions, Lonnie Epperson is committed to guiding you every step of the way towards a secure and prosperous future.
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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:
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- Reminders and Notes: Helps you remember important details about contacts
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- 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.
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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 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.