Concurrent

When financial advisors seek independence from traditional wirehouse firms, they want to gain greater autonomy and flexibility. Joseph Mooney explains how we fully support the entrepreneurship advisors crave. Check out Joe’s piece for Family Wealth Report. https://lnkd.in/epgxahTJ

Concurrent partners are independent but never alone. Matthew Lindamood of Lindamood Financial Group is growing his independent firm on his own terms, but since he’s part of the Concurrent network, he is backed by our financial support, resources, and network of partners. All of these things help Matt and our partner firms compete, differentiate themselves, and ultimately better serve their clients. "As an independent advisor, partnering with Concurrent has empowered me to capitalize on inorganic growth opportunities in a highly competitive market. Concurrent co-invested alongside me, taking a minority stake in my new business, and providing the debt capital necessary to grow. As a result, my revenue has nearly doubled, and I am now well-positioned to pursue future opportunities. With Concurrent, I am independent but never alone." Reach out to learn how your firm can benefit from our independent structure. https://lnkd.in/eexMnjb5

Which business goal ranks higher: Business growth or maintaining compliance? While some advisors feel they must choose between the two, our Chief Compliance Officer Courtney Haddad doesn’t see it this way. Courtney and our compliance team work hard to balance regulatory adherence with ambitious, innovative business goals with a nuanced approach. At the heart of this balance is fostering a culture of partnership where transparency and open communication take a lead role, including explaining the "why" behind compliance decisions and giving advisors a voice in the process. Read more in VettaFi. https://lnkd.in/eGpT7vnw

At Concurrent, independence isn’t just a concept—it’s a commitment. We choose each other to create a space where financial advisors can unlock a new world of freedom, doing business on their own terms while never being alone. Our business was built to support and elevate the work of advisors by fostering true partnership. We recently drew up our own Declaration of Independence, signed by our partners and our founders, to solidify our commitment to a definition of success in a community where independence and collaboration go hand in hand. https://lnkd.in/gQYYekZb

What should financial advisors considering transitioning to an independent RIA know about Concurrent? David A. McBee, Jr. AIF® of Wealth Partners Alliance offers a little snapshot of his firm’s journey and the tools, network of peers, and culture of collaboration they enjoy as a Concurrent partner.

When our advisors succeed - we succeed. Transparent and competitive by design, the Concurrent economic structure allows firms to own their business and have a financial stake in our business. This is the power of partnership, and our aligned financial incentives tie Concurrent's success to the success of our advisors. https://lnkd.in/g_6ax7gi

Our CEO and Co-Founder Nate Lenz joined Brianna Monsanto at the Wealth Management EDGE conference, sharing practical tips for wealth management firms revamping their tech stack. He emphasized leveraging existing FinTech solutions, focusing on actionable tools, and prioritizing data cleanliness and integration. Watch now! https://lnkd.in/evdcNn5A

Joseph Mooney, Concurrent's Managing Director, Advisor Engagement and Enterprise Development, shares with Josh Welsh at InvestmentNews the importance of thoughtful and strategic communication in marketing and client engagement. Read more to learn how to create a plan that will help online interaction. https://lnkd.in/gKb37w3e

What type of affiliation do advisors prefer? Increasingly, undeniably, advisors prefer Hybrid RIAs like Concurrent.* When advisors work with us, they get access to multiple broker dealers, market-leading tech solutions, and a culture of collaboration and entrepreneurship. We’re proud to be part of this movement! *Source: Cerulli Webinar on Wealth Management Technology: Financial Advisor Adoption, Utilization, and Performance May 29, 2024

Empower your independent financial practice with the collaborative spirit of the Concurrent network. Our firms, like Columbia Associates Wealth Management Group, operate independently, united by a client-focused mindset. We foster collaboration, uniting regularly to exchange ideas and pool resources. Together, as true partners, we elevate outcomes for our teams and clients. #PoweredByConcurrent Tim Smith