Financial Professionals

Entrepreneurs Serving Entrepreneurs

At Concorde, you’re joining a community of like-minded peers dedicated to helping you pursue your own vision for the future. As entrepreneurs serving entrepreneurs, we provide financial professionals with the technology, resources, opportunities and bonafide independence needed to provide suitable solutions for their investor clients, and their business.

Why Concorde?

Community

Concorde representatives are immediately welcomed into a network of peers who support and elevate each other and their practices. We regularly host conferences that build community spirit, encourage collaborative engagement, recognize top performers and provide valuable networking opportunities with company and industry leaders.

Concorde Connect

Through our Concorde Connect platform, we offer a digital marketplace that provides our financial professionals with access to best in class benefits and management solutions to help our independent business owners run and grow their business. We provide complete access to tools, technology and resources that help you strengthen client relationships, serve more efficiently and strategize better ways to conduct your business.

Practice Management

More than 80% of financial professionals who joined Concorde in the last four years have grown their business in excess of 25%*. We help your business thrive through practice management tips, top-notch marketing capabilities, succession planning resources, premium-level subscriptions and much more.

*As of December 2020

Award-Winning

It’s no coincidence that Concorde has been named several times to the Inc. 5000 list of Fastest Growing Private Companies in America—most recently in 2016—and recognized by Investment News as the Top Place to Work for Financial Advisors in both 2019 & 2020. We care deeply about our family of professionals and do everything we can to help your business succeed.

Become a Concorde Representative

Concorde is an SEC-Registered Investment Advisor (RIA), full-service broker-dealer and insurance firm based in Michigan and licensed in all 50 states. Whether your business model is 100% advisory, dually registered, RIA or something in between, we can be your partner. Learn more about the transition process to Concorde and our financial practice management strategies.