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

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,

Concorde President featured in The DI Wire – Marketing and Networking Best Practices for Financial Professionals

Financial professionals work in an extraordinarily dynamic and rapidly evolving industry, where new tech, new tools, and new ideas constantly present exciting new opportunities for the savvy professional. Staying ahead of the curve is essential in such a highly competitive and ever-changing space. One of the best ways to make that happen is to step

Concorde President featured in The DI Wire – 2020 Foresight

While the unavoidable and ever-present backdrop of the COVID-19 pandemic has obviously dominated the national conversation over the last six months, 2020 isn’t done making headlines just yet. The November 3rd presidential election is right around the corner. For financial professionals, this presents a remarkable (and, in many ways, historic) challenge: evaluating and responding to

History Lessons for Braving Economic Crises – Featured in Real Assets Adviser

While the full impact of the COVID-19 pandemic is unclear (and likely will be for some time), public crises inevitably have a dramatic impact on financial markets. A look at past crises makes that clear, with widespread economic disruption and uncertainty leading to nervous investors and plunging markets. So, while the current market disruption may

Concorde President Drew Jackson: Now What? Understanding, Navigating and Adapting to Market Volatility

While the long-term civic and economic impact of the COVID-19 pandemic remains to be seen, this unprecedented public health emergency has already had a profound effect on the financial markets. The combination of significant societal and financial disruption and a still-uncertain future is a formula for nervous investors and volatile markets. But while the nature

Concorde Investment Services Recognized Among 2020 Best Places to Work for Financial Advisers by InvestmentNews

LIVONIA, Mich., April 27, 2020 – Concorde Investment Services (Concorde), a nationally recognized private firm offering a full spectrum of services and support for financial professionals, announced today that the firm has been recognized by InvestmentNews as a 2020 Best Place to Work for Financial Advisers. Concorde Holdings president and CEO Jason Kavanaugh made the

Cybersecurity in 2020 for Financial Firms

Cybersecurity in 2020 First off, Happy 2020 Everyone! New Year, New Abbreviation! Many of you may have heard about the warning of abbreviating 2020. Abbreviating 2020 could leave you vulnerable to fraud due to the fact that any number can be added after 20. An example is if you wrote 2/16/20, someone could make it