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Scott Kohen
The Laffie Financial Group
Professional Background
Scott Kohen is a seasoned financial professional dedicated to guiding clients towards achieving their financial goals. With extensive experience in estate planning, retirement planning, and business succession planning, he brings a wealth of knowledge and a personalized approach to the financial planning process. He currently serves as an Estate Planning Insurance Specialist at The Laffie Financial Group, where he leverages his expertise to assist clients in navigating the complexities of life insurance, disability income insurance, long-term care, annuities, and mutual funds.
Previously, Scott held pivotal roles in some of the most reputable financial institutions. He served as a Financial Advisor at Edward Jones, focusing on providing investment advice and comprehensive financial planning tailored to the unique needs of his clients. His tenure at AllianceBernstein as a Regional Consultant enhanced his ability to manage client relationships and deepen his understanding of the financial markets and investment strategies. Additionally, as the Director of Operations at US Polo Assn - Jordache, Scott honed his operational skills, which are invaluable in understanding how to structure and manage financial plans effectively.
Education and Achievements
Scott Kohen's strong educational foundation was built at the Robert H. Smith School of Business at the University of Maryland College Park, where he studied the principles of business management and finance. This academic background has equipped him with the critical thinking skills essential for making informed financial decisions, assessing risks, and identifying opportunities for growth. His early education at Commack High School helped lay the groundwork for his future success, nurturing his passion for finance and business.
His career is underscored by numerous licenses and certifications that underscore his commitment to providing exceptional service. Scott is licensed to sell securities in New York, New Jersey, Florida, Colorado, Illinois, and Massachusetts, and he holds insurance licenses in New York, New Jersey, Florida, Virginia, Pennsylvania, and Massachusetts. This broad array of qualifications enhances his ability to serve a diverse client base across multiple states, making him a versatile resource in financial planning.
Specialties
Scott's expertise encompasses a wide range of financial planning areas. He specializes in Estate Planning, ensuring that clients can effectively manage and distribute their wealth according to their wishes. Retirement Planning is another area where Scott excels, helping clients prepare for their dream retirement by assessing savings, investments, and income strategies. Additionally, he is proficient in Business Succession Planning, guiding business owners on crucial steps to ensure a seamless transition of ownership.
His knowledge of Life Insurance products allows him to provide essential protection for clients' families and loved ones, while Disability Income Insurance ensures that individuals can maintain their quality of life even in unfortunate circumstances. Long-term care planning is also a key focus, as Scott helps clients prepare for potential health care needs as they age. Furthermore, Scott's understanding of annuities and mutual funds provides clients with diverse investment strategies designed to meet their financial objectives.
Contact and Service Commitment
Scott is eager to assist clients in defining and reaching their financial aspirations. His promise is one of unparalleled attention, insight, and capability, making him a trusted partner in navigating the financial landscape. Scott invites you to get in touch to discuss your financial future, whether you're preparing for significant milestones such as retirement or college or simply seeking to secure your financial well-being with life or long-term care insurance. With Scott Kohen, clients are assured of a dedicated professional committed to their financial success.
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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 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.
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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.