_Orange_Black.svg "E_Logo_Tagline (Center)_Orange_Black"){kind=logo}
5 min read
Marketing to Ultra-High-Net-Worth Individuals
Many wealth management firms want to market exclusively to the ultra-wealthy. These firms often believe that articles like "Investment Strategies...
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
5 min read
Wealth Management 2030: Successful RIAs of the Future Will Look Very Different
Mar 25, 2022 by Matt Heitman
In the past 10 years, the wealth management industry has changed significantly, but that was just a small taste of what’s to come. Looking forward to...
4 min read
Optimizing Organic Growth: It’s More Than Just Referrals
Feb 15, 2022 by Matt Heitman
Successful organic growth entails more than just one-off referrals, especially when it comes to center of influence (COI) referrals from accountants,...
4 min read
Inorganic Growth: Big Gains In Revenue & Clients, Done Your Way
Jan 18, 2022 by Matt Heitman
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...
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 Registered...
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...
1 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...