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,

4 Tips to Help You Transition to Your Next Firm

A business transition isn’t always easy, but the right change can make a big difference for you and your clients without disrupting your output. The Bureau of Labor Statistics estimates there are roughly 275,200 personal financial advisors alone in the United States—and that number is only growing. If you can hone in on your own,