Jeff Concepcion of Stratos Wealth Partners shares why he chose Emigrant Partners as a capital partner, what independent firm owners need to do when preparing for an acquisition, how he grew his firm from zero to $14B AUM in just 12 years, and more.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Looking at M&A from the Seller’s Side of the Table

While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.

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Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change