Jeff Concepcion

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, shares insights from his journey of building a robust support platform for independent advisors. He discusses the importance of separating client-facing duties from back-office tasks to enhance efficiency. The episode dives into the advantages of presenting a larger firm image, the role of technology in scaling advisory services, and why many advisors should consider outsourcing investment management. Jeff also highlights his early struggles and invaluable lessons in perseverance and team building.