Jeff Concepcion
8 Podcast Episodes
Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners
Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners
Key discussion points covered by Frank and Jeff include:*A look under the hood at Stratos Wealth Partners operational ph... Read more
20 Oct 2022
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32mins
Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)
Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)
Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition. In this e... Read more
16 Mar 2022
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34mins
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Ep 22: Achieving Your Definition of Success with Jeff Concepcion
Ep 22: Achieving Your Definition of Success with Jeff Concepcion
Jeff Concepcion, the founder, and CEO of Stratos Wealth Partners joins us on today's show to discuss personal and profes... Read more
10 Feb 2022
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32mins
Brilliant Growth Strategies in the RIA World with Jeff Concepcion
Brilliant Growth Strategies in the RIA World with Jeff Concepcion
While a number of RIAs have experienced significant growth in recent years, many have actually grown by default – not de... Read more
24 Aug 2021
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26mins
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A Conversation with Jeff Concepcion, Founder and CEO at Stratos Wealth Partners
A Conversation with Jeff Concepcion, Founder and CEO at Stratos Wealth Partners
In this episode we explore some of the hottest topics in wealth management today with Jeff Concepcion, Founder & Chi... Read more
24 Aug 2020
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23mins
Ep 011: Jeff Concepcion & Lou Camacho: Highlights of 2019 and a Sneak Peak of 2020
Ep 011: Jeff Concepcion & Lou Camacho: Highlights of 2019 and a Sneak Peak of 2020
In this episode, Jeff and Lou discuss: • Listening to the marketplace to find out wants, needs, and pain points.• Strea... Read more
9 Jan 2020
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26mins
Ep 010: Jeff Concepcion: The Evolution from Advisor to CEO
Ep 010: Jeff Concepcion: The Evolution from Advisor to CEO
In this episode, Jeff and Lou discuss:• Why it is often hard for advisors to relinquish control to allow their businesse... Read more
19 Dec 2019
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26mins
Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion
Ep 122: Splitting Client-Facing Duties From The Mid- And Back-Office With A 'Supported Independence' Model with Jeff Concepcion
My guest today built his firm as a support platform for independent advisors. Jeff Concepcion is the founder and CEO of ... Read more
30 Apr 2019
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1hr 46mins
