The end of the year is a great opportunity for advisors to evaluate (or reevaluate) their businesses and the products they recommend for client portfolios. Concorde’s own Director of Research and Due Diligence Officer Timothy Witt shares his year-end due diligence advice in GlobeSt. Check out the exclusive Q&A here.
Concorde Holdings has promoted two and hired one team members. As we continue to grow our already talented team, we are proud to promote both Danielle and Greg. This announcement is representative of our continued commitment to providing opportunities for and developing the best talent in our industry and upholding our high touch, high tech