Industry in Transition Zoom Call: Jeff Concepcion, Founder and CEO at Stratos Wealth Partners

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AdvisorHub’s CEO Tony Sirianni talks with Jeff Concepcion, Founder & Chief Executive Officer at Stratos Wealth Partners about adapting and responding to a crisis like COVID-19, how technology has shaped the way we view remote work, and the vision of the future.

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Comments (2)
  • great call–pretty view– thanks!

  • succession is the key issue facung FAs in the future. We need a concensus as an industry on it, and use it to bring in fresh blood!

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