Concorde Insights

Authenticity: The Key to High-Performing Teams in 2022

Several factors produce highly-effective teams: the right hires, the right structures, and the right tools can all impact outcomes. But what about the less tangible things that take your team from good to great? For leaders who want to accelerate their teams this year and create environments where employees can thrive, we recommend focusing on

How to Find Balance Between Data and Behavioral Insights

Keyword: behavioral finance and the role of psychology (MV 190, 34% KD)   As a financial professional, data is part of an everyday routine. Investment analyses, historical data, and trend reports—among other things—are important parts of the equation when helping a client lock in their next opportunity.   To add to a strong decision-making arsenal,

Drew Jackson DI Wire

Concorde President featured in The DI Wire – 2020 Foresight

While the unavoidable and ever-present backdrop of the COVID-19 pandemic has obviously dominated the national conversation over the last six months, 2020 isn’t done making headlines just yet. The November 3rd presidential election is right around the corner. For financial professionals, this presents a remarkable (and, in many ways, historic) challenge: evaluating and responding to