As a financial professional, efficiency is key to success. You have a lot to get done, from client requests to meetings, trend forecasting, personal marketing and decision-making. The better you can use your time, the more you can accomplish. Financial Professional Tips to Help Your Success and Efficiency At Concorde, you don’t have to grow
In an age where privacy is essential, clients depend on you to keep their information safe. For financial professionals, data security should be an ongoing conversation. Without it, you risk compromising confidential information and losing your client’s trust. To stay worthy of that trust, here are five practices to incorporate into your daily routine that
Financial advisors are in high demand, but this industry can be overwhelming if you’re brand new. You’ve already likely asked questions like: how do I build my client list? What should I specialize in to support my clients? How can I plan for my own future development? Concorde’s 7 Key Tips for New Financial Advisors
When transitioning your business, how often have you been through the interviewing process and thought, “I think I’m the right fit for them… but are they the right fit for me?” At Concorde, we know you already have a dynamic business ready to take to the next level. As your support system, we believe it’s
Author: Robin Edgar Senior Recruiter Concorde Investment Services, LLC; Concorde Asset Management, LLC Life can feel unpredictable, but preparation is key to our peace of mind throughout it all. Your financial future will likely look different from the person next to you—but I want to talk about women specifically. How are we planning for