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Financial professional discusses Concourse's holistic financial support with representative.
Our holistic support structure clears the path for opportunities
The need for personal financial advisors is growing fast with more people retiring¹ and clients looking for more diverse services to support their financial well-being. This demand means more planning opportunities for your practice, but are there obstacles in the way?

Capitalize on the opportunities with the right support
How as a financial advisor and entrepreneur already burdened with the stress and day-to-day running of your business, do you continue to move your business forward? One way to remove obstacles and enable your business to capitalize on new opportunities is with an organization that can provide holistic financial planning support. Not only will you have the comprehensive resources you need to scale your business successfully, but consolidating in this way can save you time and costs. When you and your practice are supported holistically, so are your clients and your growth goals.

Everything you need under one roof
Concourse is uniquely structured to be a hub for holistic support with divisions dedicated to wealth management and insurance — giving financial professionals the flexibility to align to the unique needs of their clients. We’ve brought together a broker-dealer, an RIA and a brokerage general agency under one roof to enable better client service and more planning opportunities. Here are just a few ways Concourse’s holistic approach to support can help create a clear path forward:

  • Deep understanding of your business
    We want to understand you and your business at a deep level, so we can provide tailored and proactive support.
  • Structured around your needs
    1. Insurance services: If you’re licensed and want more ownership, you can work with our BGA. If you’re not licensed, or would like to outsource support, you can work with our Outsourced Insurance Desk.
    2. Investment services: Our in-house team provides you with the latest insights, portfolio consultations and a collection of valuable investment options to help you support your clients’ objectives.
    3. Comprehensive financial planning: Our Financial Planning Concierge Desk seeks to make the planning process seamless for you and your clients, providing consultative plan construction support and reviews to help you prepare for discussions with your clients.
  • Expertise for the support and tools you need
    1. Our Navigator platform offers a curated a selection of the top technology tools in the industry to help streamline and support the day-to-day running of your practice.
    2. We’re also your resource for implementation, training and ongoing service support for all our offered tools.
    3. Our team will partner with you to review and analyze your current business mix and structure to identify additional areas for growth.
    4. We support succession and acquisition planning, serving as matchmakers within our community of financial professionals.
    5. Our compliance team is connected to industry insiders and constantly tracking regulatory activity, helping you ensure your business practices are up to date and offering collaborative guidance on how to manage compliance requirements.
    We’re ready to provide holistic financial planning support that clears the path forward for your business. Contact us at 866-933-2163 or by email to get started.
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