Business Resources

Concorde Connect: Resources for Financial Professionals

Concorde empowers independent financial professionals to be the best for their clients. Through Concorde Connect, our resources include current financial industry best practices, marketing services, practice management consulting, business planning tools, executive coaching, premium-level subscriptions, alternative investment platforms, succession planning and more. This digital marketplace includes access best in class benefits at a group rate, giving business owners true piece of mind.

eBooks

Concorde empowers financial professionals to provide superior asset management solutions to their clients in transparent and fiduciary responsible ways.

Thinking of Changing your Broker Dealer
Download our white paper of considerations for making the switch.

Elevate Your Business with Concorde
Learn more about Concorde and how we elevate financial professionals.

Discover the Power of Leveraging Client Reviews
Strengthen your professional relationships and grow your business.

RBC and Pershing Schedules
Download Fee Schedule for Pershing
Download Fee Schedule for RBC
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Download The Next Big Thing Is Here: Now What?

A guide on market dynamics, investor uncertainty, and financial strategy in times of turmoil and market disruption.

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