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Experience the Freedom of Independence with Jeff Concepcion
Manage episode 336465008 series 3368829
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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.
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