Entrepreneurs Serving Entrepreneurs
Concorde embraces the entrepreneurial spirit. Whether it’s the broker/dealer, the RIA, the insurance agency, or trust services, Concorde financial professionals are entrepreneurs first. As a financial professional, your clients seek value from your services. As a small business owner, you seek value from your strategic business partners. At Concorde, we believe philosophy is everything. It drives an organization’s culture and attitude towards its clients. It is what makes our firm, our value proposition, and relationship with our financial professionals unique.
At Concorde, we deliver value to your organization so you can increase your value proposition to existing and new clients. Financial professionals define value differently as your business needs are as unique as you are. Concorde has built flexibility into a hybrid, and independent platform (broker/dealer and RIA) to meet your unique business needs. Concorde believes that independence means freedom of choice. Concorde offers competitive payouts, an online hosted environment with cloud based and paperless technology, mobile and tablet technology, consolidated statements via Albridge, and all the other commoditized services and marketing affiliations that any competitive financial services firm needs in order to exist and compete in this space. This is not what makes Concorde unique. It is Concorde’s philosophy, entrepreneurial culture, and hybrid, independent model that drives our relationships and our value proposition. This is why Concorde is unique – just ask any of our financial professionals. We are choosing to partner with only 50 financial professionals in 2013. We hope you consider Concorde when looking to maintain your independence.