Concorde Insights

The Concorde Way: How We Support Your Business

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

Women Need to Plan

5 Ways Women Need to Plan for Retirement Differently Than Men

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

Authenticity: The Key to High-Performing Teams in 2022

Several factors produce highly-effective teams: the right hires, the right structures, and the right tools can all impact outcomes. But what about the less tangible things that take your team from good to great? For leaders who want to accelerate their teams this year and create environments where employees can thrive, we recommend focusing on

How to Find Balance Between Data and Behavioral Insights

Keyword: behavioral finance and the role of psychology (MV 190, 34% KD)   As a financial professional, data is part of an everyday routine. Investment analyses, historical data, and trend reports—among other things—are important parts of the equation when helping a client lock in their next opportunity.   To add to a strong decision-making arsenal,