Experience the Freedom of Independence with Jeff Concepcion
Manage episode 336465008 series 3368829
Jeff Concepcion, CEO of Stratos Wealth Partners, and Charlie Van Derven talk about the freedom of independence. The choices you have, from world-class technology to a full variety of products and services, provide autonomy and the ability to be a true fiduciary to your clients.
If you're thinking about a move to an Independent Broker Dealer or RIA, this episode is for you. Learn from Jeff's experience in helping 300+ advisors realize their dream of independence.
54 episodes