Experience the Freedom of Independence with Jeff Concepcion

from RIA Collective · host Charlie Van Derven

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.

Episode metadata supplied by the publisher feed · Published Jul 29, 2022

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Experience the Freedom of Independence with Jeff Concepcion

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