Concurrent Concepts
Concurrent
Welcome to Concurrent Concepts, the convergence of ideas moving the wealth management industry forward. Concurrent partners with advisors to transform their practice into a business and increases it's value through streamlining launch, creating capacity, and enhancing their practice. Content represents the opinions of the speaker and not necessarily those of Concurrent. Views and opinions expressed herein are as of the date recorded and should not be construed as an offer to buy, sell or hold any security. Such views and opinions may differ from those of Concurrent or its affiliates and are subject to change without notice. Concurrent has no obligation to provide any updates or changes. This podcast is for informational purposes only. Clients and or speakers may hold securities discussed on this podcast.