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4 min read
Optimizing Organic Growth: It’s More Than Just Referrals
Successful organic growth entails more than just one-off referrals, especially when it comes to centers of influence (COI) referrals from accountants, attorneys, and other...
SUBJECT MATTER EXPERTISE
We have years of experience and an extensive track record in RIA growth strategy and asset management operations. From time to time, we share this experience in the form of insights.
Insights
4 min read
Inorganic Growth: Big Gains In Revenue & Clients, Done Your Way
Dec 21, 2022 by Matt Heitman
The odds are that in the next few years, whether you’re a large firm looking to scale or a small practice looking for a strategic partner, a transaction could well be part of your...
4 min read
Marketing to Ultra-High-Net-Worth Individuals (UHNWI)
Dec 12, 2022 by Silvia Roa-Madan
Many wealth management firms target exclusively the ultra-wealthy. These firms often believe that one email or a couple of social media campaigns will engage that elusive...
4 min read
Wealth Management 2030: Successful RIAs of the Future Will Look Very Different
Nov 16, 2022 by Matt Heitman
The wealth management industry has changed significantly in the past ten years, but that was just a small taste of what's to come. Looking forward to 2030 and beyond, disruptive...
News
2 min read
Edge Partners™ Launches In-House Marketing Division for Wealth Management Firms: "Edge Creative Growth"
Aug 11, 2022 by PRNewswire
WESTPORT, CT / PRNewswire — Edge Partners™ announced today the formation of a new marketing division called Edge Creative Growth. This new venture...
3 min read
Coppertree Financial Planning — a $230MM AUM New England-based RIA — Joins Concord Wealth Partners
Jan 19, 2022 by PRNewswire
BOSTON, MA / PRNewswire — Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership...
2 min read
Concord Wealth Partners Forms Strategic Partnership with Trainer Wright & Paterno CPAs
Feb 1, 2021 by PRNewswire
ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable resource, Concord Wealth Partners, an Independent Registered...
2 min read
Concord Wealth Partners Launches Concord Asset Management
Jan 27, 2021 by PRNewswire
ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
1 min read
Holistic Wealth Advisor with $155M AUM from Merrill Lynch Joins Concord Wealth Partners RIA
Dec 3, 2020 by PRNewswire
CHARLOTTESVILLE, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
2 min read
Concord Asset Management Names Mitch York Chief Investment Officer
Nov 16, 2020 by PRNewswire
ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Asset Management (“CAM”), an independent...