Practice Management

Strategies and Support to Help Your Business Grow

Concorde Asset Management helps financial professionals work smarter. We unlock the potential within your practice, boost growth and drive effectiveness by delivering a variety of business solutions, including:

  • Current financial industry best practices
  • Marketing & communication services
  • Practice management consulting
  • Business planning tools
  • Executive coaching

Financial Practices Changing Ownership Over Next 10 Years

Less than 1/3 of advisors have an adequate succession plan.* Your exit strategy should begin at least five years prior to transition.*

(Source: “Navigating the Age Wave – Mergers and Acquisitions for Financial Advisory Practices” by Todd Doherty, Key Management Group, February 2014)

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