Strategies and Support to Help Your Business Grow
Concorde Asset Management helps financial professionals work smarter. We unlock the potential within your practice, boost growth and drive effectiveness by delivering a variety of business solutions, including:
- Current financial industry best practices
- Marketing & communication services
- Practice management consulting
- Business planning tools
- Executive coaching
Financial Practices Changing Ownership Over Next 10 Years
Less than 1/3 of advisors have an adequate succession plan.* Your exit strategy should begin at least five years prior to transition.*
(Source: “Navigating the Age Wave – Mergers and Acquisitions for Financial Advisory Practices” by Todd Doherty, Key Management Group, February 2014)