So you are considering making a move. Everyone knows transitioning your business in today’s environment is no easy task. Some may even say it’s “damaging” or “disruptive.” Truth is, it doesn’t have to be. When you partner with a firm who is dedicated to your success and prepares you for the process, transitioning your business can evolve into the best decision of your career.
You aren't choosing a Broker/ Dealer: you are a choosing a strategic partner. Our transition team views the transition process as an opportunity to prove to you the Concorde Difference. It’s not always easy or simple to move, but we’ve done this before. Let’s walk through the process together.
If you would like more information about the transition process to Concorde, please email your availability to Leah Shores Hunt (firstname.lastname@example.org).