STRATOS

On the road this September 05, 2024, at 1:30 PM. Come out to The Twisted Fork, 1191 Steamboat Pkwy, Reno, NV 89521, USA to see Jeff Concepcion. To register for this event: https://lnkd.in/ewVhQGNg STRATOS

We’re thrilled to be named a Top Workplace for 2024! This honor means so much because it’s based entirely on our team’s feedback, reflecting the strong culture we’ve built together. A big thank you to the Plain Dealer for this recognition! https://heyor.ca/TjaeQv disclosure: The annual Top Workplaces awards, produced by research and consulting firm Energage, are determined by feedback captured by an employee engagement survey. Participating organizations must achieve a 35% response rate to be considered for the ranking. Top Workplaces are based solely on quantitative employee feedback results, and demographic information collected, captured by the Energage Workplace Survey. The research-backed engagement survey is driven by the industry’s benchmarks built on data from employees at thousands of organizations over the past 18 years. Stratos Wealth Partners, Ltd did not pay any compensation to be considered for the award.

A wave of Americans is reaching retirement age, with an estimated 11,000 turning 65 every day this year. That can present challenges for #financialadvisors in juggling meetings and investment adjustments. Technology can help create back-office efficiency and help with portfolio management. Jeff Brown, President of #StratosPrivateWealth, weighs in on why adopting technology is essential to servicing clients nearing or in retirement. "Advisors should really get to know these technologies inside out to make the most of them, tailoring #retirement plans that adapt as clients' needs and markets change," Jeff told Digital Wealth News. Check out his insights at: https://lnkd.in/giujdVZf #StratosWealthPartners #FinancialServices #WealthManagement #Technology

The ability to build your brand is a compelling reason for many #financialadvisors to strike out on their own. It was a large part of why Jeff Brown left a wirehouse to create his own RIA. "We wanted to be able to have more control over our branding, messaging, online marketing, and investment solutions," he told Gregg Greenberg at InvestmentNews. Brown, now President of #StratosPrivateWealth, shared the final straw that cemented his decision to go independent and the challenges he overcame in the process. Read about his journey at https://lnkd.in/exE9xDDA. #FinancialServices #StratosWealth #WealthManagement

Let’s explore how Stratos can be the game-changer both you and your clients have been looking for. https://lnkd.in/eMXXJ9uf

On the road this September 05, 2024, at 1:30 PM. Come out to The Twisted Fork, 1191 Steamboat Pkwy, Reno, NV 89521, USA to see Jeff Concepcion. To register for this event: https://lnkd.in/ewVhQGNg STRATOS

We are committed to truly understanding the goals of our advisors so that we can help them achieve their own version of success. This commitment starts at day one, when you join Stratos to your last day, when you pass it on as you see fit. https://lnkd.in/eXGdsx5R

Charles Shapiro is the Chief Development Officer for Stratos Wealth Partners and serves on Stratos' Executive Committee. In his current position, Charles is solely responsible for the hiring, development, and coaching of the firm’s expanding number of affiliated Advisors, staff members, and Managing Directors on the West Coast. To learn more about Charles click here: https://lnkd.in/eDjd3ydq

Stratos provides the necessary support, guidance, and preparation to ensure that a business is in an optimal position to be acquired by another company. This includes improving operational processes, financial health, and overall business structure to make the business attractive and ready for potential buyers. Ready for acquisition? Click here to learn more: https://lnkd.in/eXGdsx5R

Do you want more control over your future? Do you want to be rewarded for the value you create? Do you want to serve your clients your way? If you answered, “yes” to any of these questions, then this could be your moment. The moment that changes everything for you. You can retain your independence and utilize these valuable resources to help grow your practice. https://lnkd.in/gCXAEiq4