Stories of Independence: How Concentus Wealth Advisors feels they are better structured for growth
[GRAPHIC] Stories of Independence
[GRAPHIC] How Concentus Wealth Advisors feels they are better structured for growth.
One of the things that we felt we needed to grow was to go independent. We felt like we couldn’t grow the way we wanted to at the firm we were at.
Our ability to keep our existing clients happy but also to attract new clients, in my view, has definitely been enhanced.
It’s just an amazing experience to think in just four short years, what we’ve built. And I think the next four years are going to be even more amazing, and I’m excited to see what year 8 looks like and year 10 and year 12.
I’ve always had this idea that if we do the right thing for people all the time, that even if we don’t get something out of it today, that at some point along the way, in the future, there will be an opportunity that will come back to us.
It’s amazing to think where we are, where we’ve come from…The thing that nags me all the time is I wish we did it sooner.
[GRAPHIC – DISCLOSURES]
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