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Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion

Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion

FromFinancial Advisor Success


Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion

FromFinancial Advisor Success

ratings:
Length:
106 minutes
Released:
Apr 30, 2019
Format:
Podcast episode

Description

My guest today built his firm as a support platform for independent advisors. Jeff Concepcion is the founder and CEO of Stratos Wealth Partners, a corporate RIA and super OSJ under the LPL platform that oversees over $13 billion of assets under advisement across nearly 300 advisors in 100 different locations. In this episode, Jeff talks about the challenges he faced launching his firm, because while the business is undeniably successful now, he didn’t take a paycheck out of it for the first three years. Listen in to learn how he got through the tough times he experienced in the beginning, the important lessons he learned about investing in your business, and how he divides up advisory firm tasks to improve efficiency. For show notes and more visit: https://www.kitces.com/122 
Released:
Apr 30, 2019
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.