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Executive Roundtable Journal
Executive Roundtable Journal
Jeff Concepcion stratos wealth
Stratos Wealth CEO Jeff Concepcion
Practice Management>Business Planning

Super OSJs, Like Stratos Wealth Partners, Offer “Supported Independence” to Entrepreneurial Financial Advisors

This series discusses the new business models that have emerged to support independent financial advisors.
Resources
Leveraging the client experience
Improving financial literacy
Increasing equity values
Managing major transformation projects

Read Rise of the Super Models: Myths and Realities in the Financial Services Industry. 

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