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Jeff Concepcion

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The Fine Print
The Fine PrintOrganic & Inorganic GrowthHow do top advisors win at both organic and inorganic growth? In this episode of The Fine Print, SRG President David Grau Jr. sits down with Jeff Concepcion, Founder & CEO of Stratos Wealth, to unpack practical strategies for building a sustainable advisory business. From turning referrals into repeatable growth systems to competing in today’s crowded M&A market, Jeff shares actionable insights on what it takes to scale, reinvest, and position your firm for long-term success.
2025-10-0122 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp087: Paul Stetz - Finding Success With Talent and CultureIn this episode, Jeff and Paul discuss: Guiding successful successions. Succession scenarios that fall through. Thinking bigger sooner. Attracting and retaining talent.   Key Takeaways: Finding the right successor starts with cultural alignment, not only with the founder, but with your existing team and clients as well. When things don’t go as planned, partnership and alignment from culture are more important than ever. The more refined and intentional you can get around identifying your ideal client profile, as well as your unique value proposition, the more you’re going to be able to accelerate primary source...
2025-05-0826 minLocked On Reds - Daily Podcast On The Cincinnati Reds
Locked On Reds - Daily Podcast On The Cincinnati RedsBOMBSHELL: TJ Friedl's COMEBACK Could IGNITE Reds' Postseason Dreams | Will Outfield DEVELOP?The Cincinnati Reds' outfield situation takes center stage as the team grapples with depth issues and the pivotal role of T.J. Friedl. This episode breaks down Friedl's impact on the lineup, especially in light of his injury challenges in 2024, and explores potential solutions for the Reds' outfield woes. Hosts Jeff Carr and Steve Offenbaker provide insights into the team's strategy, discussing key figures like Elly De La Cruz, Matt McLain, and the legendary Dave Concepción. They analyze the Reds' reliance on converting infielders to outfielders and the need for a more robust farm system. With a nod t...
2025-03-1431 minThe Loaded Radio Podcast: Heavy Metal Interviews, News, and Hard Rock
The Loaded Radio Podcast: Heavy Metal Interviews, News, and Hard RockMICHAEL AMOTT Talks ARCH ENEMY's Crushing New Album 'Blood Dynasty' On The Loaded Radio Podcast Arch Enemy's Michael Amott Talks Blood Dynasty, Jeff Loomis' Exit, and More on The Loaded Radio Podcast TL;DR: Arch Enemy founder and guitarist Michael Amott joins The Loaded Radio Podcast to discuss the band's highly anticipated new album Blood Dynasty, which arrives March 28, 2025. In this exclusive interview, Amott dives deep into the writing process, lineup changes, and the evolution of Arch Enemy's sound. Arch Enemy are gearing up to release their thunderous new album, Blood Dynasty, on March 28, 2025 — and fans of melodic death metal are in for a brutal treat....
2025-03-1126 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp086: Oleg Tishkevich - Evolution of Tech Platforms for AdvisorsIn this episode, Jeff and Oleg discuss: Database, data warehouse, and data lake.How Invent takes a data lake and creates ease of use for advisors.The three groups of advisor’s reactions to AI.The increased accessibility of tech.   Key Takeaways: Data lakes store not just rows and columns, but also related files all in a single storage system.Everybody is different and has their view of how they want to do business and provide value. Invent dashboards allow advisors to set things up in the way it works for them and their clients...
2025-02-1328 minWhere Did Mary Go?
Where Did Mary Go?Episode 10: Sharlee D'Angelo (Arch Enemy, ex-Mercyful Fate)When Swedish melodic death metal legends Arch Enemy were about to enter to studio to record Burning Bridges in 1999, which would become one of their most iconic releases, they were facing a bit of an issue: they needed a bassist.  The group had just returned from playing tour dates in Japan and, according to lead guitarist and band leader Michael Amott, things were not working out with their current lineup.  That’s when Amott decided to give Sharlee D’Angelo, who he’d known since he was still playing in Carcass
2025-02-0823 minRIA+
RIA+From Good to Great - Then from Great to Elite: Inside the Stratos Growth Story with Jeff ConcepcionIn this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the largest and most successful firms in wealth management. With more than $37 billion in assets across its platform, over 350 advisors and a diverse mix of businesses that are purpose-built for growth-oriented advisors and firms, Stratos has become one of the most influential firms in wealth management. Wit some major strategic investments in technology, practice management and marketing capabilities, Jeff describes how he and his lead...
2025-01-0827 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp085: Liz Nesvold - Proper Planning for Successful Business GrowthIn this episode, Jeff and Liz discuss: Key items people should consider when bringing a partner into your business.Understanding your key problems to solve.What attributes make your business more attractive and bring more value to your enterprise.Connecting with your workforce and staying in touch with the human dynamic.  Key Takeaways: If you know you have a 3-5-year time horizon, your planning should have already started, but if it isn’t, start now.The clients you serve inform who you ought to be talking to.Pick a couple of key factors that a...
2024-12-1335 minLocked On Reds - Daily Podcast On The Cincinnati Reds
Locked On Reds - Daily Podcast On The Cincinnati RedsThe Trade That Could Transform the Cincinnati Reds' OutfieldThe Cincinnati Reds are at a pivotal moment, exploring potential trades and player dynamics in MLB. This episode dives into the possibility of acquiring Los Angeles Angels outfielder Taylor Ward, analyzing his potential impact on the Reds' lineup and farm system. Hosts Jeff Carr and Steve Offenbaker provide insights into Nick Lodolo's injury concerns and how they affect the Reds' pitching strategy. They also discuss Dave Parker's Hall of Fame induction, comparing his career to other notable Cincinnati Reds players like Joey Votto and Davey Concepción. With a focus on the Reds' outfield needs and pitching staff challenges, t...
2024-12-1031 minPoderosa-Mente
Poderosa-MenteSalto Cuántico: cómo esforzarte menos y obtener másHay una falsa concepción de que esforzarse más te hará lograr más en la vida.   Pero hay evidencia suficiente de que eso no es cierto.   Basta con mirar la vida de Richard Branson, Elon Musk o Jeff Bezos para que veas que esforzarse más no quiere decir necesariamente que vas a lograr más.   De hecho, muchas veces esforzarse más puede ser más problema que solución.   Esto no quiere decir que vamos a desear obtener algo en la vida y...
2024-12-0935 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 084: Kate Guillen - Become the Architect of Your Client’s ExperienceIn this episode, Jeff and Kate discuss: How she got started helping advisors grow and scale with excellent client experiences.Using creativity to adapt a CRM to work for your advising practice.Kate’s 5-Step proven process to achieve your goals.Having collaborative conversations to create the best possible experiences.  Key Takeaways: An advisor's number one responsibility is an amazing client experience. At its core, the CRM will help manage this information to obtain and retain clients. Document your experience, take it to the CRM, and build out the automations and workflows to deliver the ide...
2024-11-1428 minPower-Up With The Full Audiobook That Keeps Curious Minds Hooked.
Power-Up With The Full Audiobook That Keeps Curious Minds Hooked.[Spanish] - Diario del Wimpy Kid 5 - La cruda realidad by Jeff KinneyPlease visithttps://thebookvoice.com/podcasts/1/audiobook/826221to listen full audiobooks. Title: [Spanish] - Diario del Wimpy Kid 5 - La cruda realidad Series: #5 of Diario del Wimpy Kid Author: Jeff Kinney Narrator: Oliver Díaz Barba Format: Unabridged Audiobook Length: 2 hours 1 minute Release date: October 24, 2024 Genres: Non-fiction Publisher's Summary: El diario más divertido y entretenido. Un auténtico fenómeno mundial. Greg Heffley siempre ha tenido prisa por crecer. Pero, ahora que empieza a hacerse mayor, ¿de veras resulta todo tan divertido? De pronto Greg se descubre a sí mismo inmerso en la tensión de las fiestas de chicos y chicas...
2024-10-242h 01The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 083: Gary Kuhn - The Evolving Landscape of Talent AcquisitionIn this episode, Jeff and Gary discuss: Acquiring the right talent.Attrition rates, training programs, and building a successful team for the long haul.Investing in talent and building your business plan every year.Best models for young, future leader advisors.Balancing quarterly goals with long-term relationship building.   Key Takeaways: The biggest indicator of success is not personality. It’s about communication and expectations.Training falls short when your firm is only looking at the spreadsheet or assessment and not the relationship with the employees. The advisor of the future will look different than what we...
2024-10-1730 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 082: Ted Jenkin & Scott DiGiammarino: M&A Preparation and Professional GuidanceIn this episode, Jeff, Ted, and Scott discuss: Understanding valuation metrics and the significance of recurring revenue and organic AUM growth. The pitfalls of DIY approaches.The importance of cultural fit and why it matters more than money alone.The potential for minority transactions.   Key Takeaways: 60% of our clients have taken less money because it's a better cultural and environmental fit not only for themselves but for their staff and their clients. Fit is just more important when it's aligned than just getting the bigger paycheck.Most of the firms that we work with will w...
2024-09-2630 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 081: Navigating the Future: Insights on Financial Advisory Transactions and GrowthWelcome to another episode of The Evolving Advisor, the podcast designed to guide Financial Advisors toward achieving both business and personal success. Hosted by Jeff Concepcion, a seasoned advisor, entrepreneur, and CEO, this episode is packed with actionable insights on one of the most pressing topics in the financial advisory industry today—navigating the complexities of financial advisory transactions and growth. Join Jeff as he sits down with Scott DiGiammarino and Ted Jenkin, the founders of JPTD Partners, to discuss the latest trends and strategies in financial advisory transactions. With decades of combined experience, Scott and...
2024-08-2931 minThe Purpose Focused Advisor
The Purpose Focused AdvisorJeff Concepcion: Expert Tips for Financial Advisors to Succeed and ScaleIn this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core strengths by delegating tasks, systematizing processes, and preserving company culture as the firm expands. His perspective offers valuable lessons on scaling businesses while maintaining high standards of client service and personal fulfillment.Topics Discussed and Key Takeaways:Investing in People and...
2024-08-1526 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 080: The Evolving Advisor Podcast: Mastering Communication and Team Building with Stan SlovanAre you ready to revolutionize your financial advising practice? Welcome to The Evolving Advisor podcast, the show dedicated to equipping independent financial advisors with the insights and knowledge needed to excel in business and life. Host Jeff Concepcion, with over 30 years of experience as an advisor, entrepreneur, and CEO, invites you to join him and top industry thought leaders to evolve from where you are today to where you want to be tomorrow. In this episode, Jeff is joined by Stan Slovan, a leading figure in the wealth management industry and a respected author. Together, they delve into the critical...
2024-07-1138 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 079: The Truest Fan: Transforming Financial Advisor SuccessUnlock the secrets to transforming your financial advisory practice into a thriving business with our latest episode of the Evolving Advisor Podcast! Join host Jeff Concepcion as he shares his 30 years of expertise and welcomes special guest Rob Brown, founder of Truest Fan and author of "Truest Fan" and "Delivering the Ultimate Client Experience." Together, they dive deep into the strategies and philosophies that can elevate your advisory practice to new heights. In this episode, you'll discover: - The origins and philosophy behind Truest Fan and its impact on advisor-client relationships. - Key lessons from Rob Brown's career journey, including...
2024-06-2736 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 078: Building Thriving Financial Teams: Insights from Two Industry LeadersAre you ready to take your financial advisory practice to new heights? Welcome to the Evolving Advisor Podcast, where independent financial advisors get the tools, insights, and knowledge they need to excel in business and life. Join host Jeff Concepcion as he leverages over 30 years of industry experience to guide you on a journey of growth and transformation. In this episode, Jeff is joined by two remarkable guests and partners at Stratos Wealth Partners, Elizabeth Mahoney and Micah Kelley, who share their invaluable experiences in building and leading high-performing teams. Tune in to hear Elizabeth Mahoney, Co-President of EverVest, and...
2024-06-1337 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 077 Jeff Bartsch: Crafting Your Advisor Story: From Connection to Client TrustWelcome to the Evolving Advisor Podcast! In this episode, host Jeff Concepcion dives deep into the power of storytelling for financial advisors with special guest Jeff Bartsch, founder of Story Greenlight. Together, they explore how advisors can refine and package their unique stories to build stronger connections, enhance client trust, and take their businesses to new heights. Key Points:Importance of human connection and storytelling in wealth management.Jeff Bartsch's journey from Hollywood to coaching executives and advisors.Understanding the principles of connectivity and human insight.The crossover between communication strategies in Hollywood and w...
2024-05-1629 minJEFF FM
JEFF FMChris Distefano Roasts The Worst Roasters At The RoastJoin Members Onlyhttps://www.youtube.com/channel/UCYFqBFDeDhmz_xPaMFJuQTg/join Hims:Go to http://hims.com/jefffm for your personalized ED treatment options.Seatgeek:Use code JEFF for $20 off your first SeatGeek order. https://seatgeek.onelink.me/RrnK/JEFFVote for Codyhttps://mrhealthandfit.com/2024/cody-concepcionGet Jeff's Barbershop Hair productshttps://www.jeffsbarbershop.comHAIR OIL AVAILBILE ON AMAZON!👇https://www...
2024-05-1057 minKapital
KapitalK124. Marcos Urarte. Fórmulas empresariales“El término estrategia proviene del griego ‘strategós’, compuesto de ‘stratós’, ejército, y ‘ago’, conducir, por lo que viene a significar el arte de dirigir o conducir operaciones militares. Sin embargo, el fin de la concepción estratégica empresarial basada en el paradigma militar verticalista está próximo. En un entorno más turbulento, global y competitivo, ya no basta con tener una buena idea, capitalizar una oportunidad y tratar de maximizar beneficios a corto plazo.” Marcos Urarte en Harvard Deusto. Kapital es posible gracias a sus colaboradores: Idealista/data acaba de lanzar una plataforma para en...
2024-02-021h 29The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 075: Jeff Brown: Building a Firm with a Commitment to ExcellenceIn this episode, Jeff, Lou, and Jeff discuss: Running a successful private practice to launching a national brand.Reasons for going independent. Creating the vision and keeping the local flavor of your firm. Building a great team with next-generation talent.   Key Takeaways: Think big! When you achieve your goals, think about what is next and set your next goal. Working with a coach can better assist you in your transition from being an advisor to being a CEO and running an organization. Look ahead, don’t focus on the past. Don’t hold attachment to the sunk c...
2024-02-0138 minRabbitt Stew Comics
Rabbitt Stew ComicsEpisode 433 Comic Reviews: DC Batman/Santa Claus: Silent Knight 1 by Jeff Parker, Michele Bandini, Alex Sinclair Titans: Beast World Tour – Metropolis by Nicole Maines, Steve Orlando, Fico Ossio; Dan Jurgens, Anthony Marques, Joe Prado, Wade Von Grawbadger, Pete Pantazis Titans: Beast World – Waller Rising by Chuck Brown, Keron Grant Marvel Marvel's Voices: Avengers by Utkarsh Amdubkar, Tadam Gyadu, Michael Bartolo, Justina Ireland, Karen Darboe, Ceci de la Cruz, Jason Concepcion, Moises Hidalgo, Bryan Valenza, Robbie Thompson, Sid Kotian, Adriano Di Benedetto, Juancho Velez Sentry 1 by Jason Loo, Luigi Zagaria, Arthur Hesli Thunderbolts 1 by Jackson Lanzing, Collin Kelly, Geraldo Borges, Arth...
2023-12-162h 26The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 074: Greg King: Integrating Tech to Assist Advisors in the Client ExperienceIn this episode, Jeff and Greg discuss: The evolution of FactSet and how it is still assisting financial advisors. Changing technology and AI in the financial advising industry. Techstack choices, flexibility, and integration. How to become a best-in-class advisor from a tech perspective.   Key Takeaways: Ask “Will this product help our clients solve a problem in their daily lives?” If you can answer yes to that question, looking into the product as an investment or service add for your firm could be worth it. Focus on your client experience and you can’t go wrong. As your...
2023-10-0529 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 073: Aaron Klein: Investing in Your Clients and Your Firm with TechnologyIn this episode, Jeff and Aaron discuss: How conservative, moderate, and aggressive mean different things in different industries (and how they need to be described for financial advising). Persistence and pivoting when things don’t go as planned. Building a company and rebranding to better fit the mission. Best practices for financial advisors.   Key Takeaways: The client needs to be in the role of the hero - the financial advisor needs to be the Obi-Wan Kenobi to your client’s Luke Skywalker. Understand how the value driver can apply to what your customers want and need. Bui...
2023-09-0740 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 072: Matt Reiner: The ROI of Technology and InnovationIn this episode, Jeff and Matt discuss: The inner dynamics of working with family to build a great firm. Adopting technology for a better firm. Understanding the ROI of technology and innovation. The generational shift in wealth and in people. Finding your why and getting your message distributed.   Key Takeaways: The mentality needed around new technology is actually changing the mentality around change and failure. Most new tech does not work immediately for you out of the box - you need to be prepared and ready for that. You need to put money on the intangi...
2023-08-1035 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 071: Claudio Núñez Sanchez de la Barquera: Creating an Enduring Firm with a Client-First CultureIn this episode, Jeff and Claudio discuss: Listening and watching for your client's needs.Building a team to serve and growing through the generations.Creating a pathway to ownership. Unique investment opportunities within your advising firm.   Key Takeaways: Consider making decisions in a committee to best serve your clients and invest in the best options.  In order to build the best enduring firm, you need to train and build the second generation in a way that will make everyone feel like a partner. If nobody manages an account alone, you allow others to learn and grow...
2023-07-2033 minPHONOTONER PODCAST
PHONOTONER PODCASTPHONOTONER 174 " HÉCTOR AGULLA"Héctor Agulla, batería, compositor y profesor de música. Proyectos tales como Loiros, Limbico, Orquesta Metamovida Juanjo Cura o Bifana Bifana son sólo muestras de una mente inquieta en constante movimiento y con un motor principal que es la música. Hector se pasa por nuestros estudios para mostrarnos una lista con sus principales influencias y de los proyectos en los que se centra en la actualidad, teniendo el próximo disco de Loiros como ocupación en estos días. Jazz, Rock, Psicodelia, grunge y una concepción del sonido que destaca por unas producciones donde los detal...
2023-07-021h 43The CreativePro Podcast
The CreativePro PodcastInDesignSecrets Podcast 308 In the news: CreativePro rebrand!! Design & Marketing Summit, July 27–28, online only Adobe MAX 2023, David and Anne-Marie are doing live sessions InDesign 18.4 is slowly being rolled out CreativePro Week was phenomenal! Grab an On Demand Pass to watch all the sessions, including IGNITE! and download the handouts Next year in Washington DC! More info to come. CreativePro Magazine June 2023, issue 20: Email templates, cover story by our designer Pam Sparks! Also great InDesign tips and tricks Getting geeky with IDML, Tagged Text, ICML, and Snippet files Obscure Feature of the Week: Remove Forced Line Break Sponsor for this episode >> No...
2023-06-2741 minX-Ray Vision
X-Ray VisionMailbag - MCU, Star Wars, Succession & More!On this episode of X-Ray Vision, Jason Concepcion and Rosie Knight pore through the mailbag! In Previously On (1:56) Jason and Rosie answer listener questions about the MCU. In the Airlock (27:00), they answer even more questions, including Star Wars, what to do with your comics once you read them, Succession, genre fiction and non-IP properties, and more. Then in Nerd Out (1:24:46) a Guardians of the Galaxy Vol. 3 theory.Note: Imprecise timestamps are an unfortunate side effect of a new ads system. Thank you for your patience as we work to resolve this issue.Tune in every...
2023-05-121h 33The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 070: Brian Hamburger: Navigating the Complexities of Transitioning to IndependenceIn this episode, Jeff and Brian discuss: The employment landscape in financial advising. Escaping a captive work model. The biggest benefits and risks in transitioning out of a firm. Managing compliance.   Key Takeaways: There is no indentured servitude. Anyone in a captive work model is able to leave, but you need to understand the risks and plan accordingly. States and firms will vary on what is allowed during an exit or transition. Have a plan and stick to that plan. People are the greatest risk to a plan because they are likely to deviate from those...
2023-05-1137 minPower-Up With The Full Audiobook That Keeps Curious Minds Hooked.
Power-Up With The Full Audiobook That Keeps Curious Minds Hooked.Old-Time Radio's Greatest Shows, Volume 49: Featuring Lucille Ball, Bob Hope, Olivia De Havilland, and many more by VariousPlease visithttps://thebookvoice.com/podcasts/1/audiobook/660465to listen full audiobooks. Title: Old-Time Radio's Greatest Shows, Volume 49: Featuring Lucille Ball, Bob Hope, Olivia De Havilland, and many more Series: #49 of Old-Time Radio Author: Various Narrator: Various Format: Unabridged Audiobook Length: 7 hours 25 minutes Release date: May 9, 2023 Genres: Action & Adventure Publisher's Summary: A collection of the best and most popular programs from the Golden Age of Radio, digitally remastered, and including performances from some of Hollywood’s most beloved stars, like Lucille Ball, Bob Hope, Olivia De Havilland, and many more. Volume 49: Audio Table of Contents:   The Adventures of Sherlock Holmes “Murder by Moonlight...
2023-05-097h 25The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 069: Joe Cardello - Building Your Advising Firm With Intention and EmpathyIn this episode, Jeff and Joe discuss: Joe’s professional journey in financial wealth management on both sides of the Atlantic. Building a financial advising firm with a mission and clarity of purpose. Utilizing resources to help going independent that were not available 20 years ago. Building reciprocal relationships with your clients and partners.   Key Takeaways: Understand your goal and the ultimate purpose of your firm. Use your skills to better the lives of others and solve the pain that they are having. The less we seek success and wealth, the more we actually find success and...
2023-04-1338 minSignals From Mars Podcast
Signals From Mars PodcastSignals From Mars 340 - Joey ConcepcionSIGNALS FROM MARS | JOEY CONCEPCIONDuring this episode of Signals From Mars, Joey Concepcion joins the show.Joey has played with Arch Enemy, Dark Tranquility, and Jasta to name a few. Among the topics discussed include Joey’s new album Divine Technical Machine. How he got Jeff Loomis, Christopher Amott, and Marc Rizo on the album. How he ended up playing in some of the bands mentioned above. And much more.Join us live Fridays for the Signals From Mars Live Stream. The show starts at 5 PM EST / 2 PM PST / 10 PM in the UK...
2023-04-0723 minMy DPC Story
My DPC StoryPreview to the 2023 DPC Summit with Dr. Jeff DavenportToday's episode features Dr. Jeff Davenport as he shares the details of the DPC Summit coming June 15-18th in Minneapolis, MN.To register, go to: https://dpcsummit.orgTo sign up for the DPC Alliance rooftop party, go to https://dpcalliance.org and questions for this event: hello@dpcalliance.org.Summit General Questions? dpc@aafp.orgWe're CELEBRATING our first 100,000 listens on APPLE PODCASTS!ENTER TO WIN THE MY DPC STORY DPC SUMMIT PRIZE PACKAGE!Get $50 in My DPC Story SWAG + a TICKET  TO THIS YEAR'S D...
2023-04-021h 15The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 068: John Furey: Insights into John’s Upcoming Future of the Industry Paper: Scale, Durability, and Human CapitalIn this episode, Jeff and John discuss: Size, scale, and the evolving landscape of the financial advising industry. The elements of durability for your firm. Hiring and retention in wealth management firms. M&A and looking for a partner.   Key Takeaways: Scale is really the ability to build out people, processes, and technology in a way that makes the firm more profitable and/or improves the client experience. Culture and career paths are crucial in your firm to attract and keep top talent. Take care of your key people before they want to leave. Don’t wait...
2023-03-1630 minExplore the Latest Audiobooks in Non-Fiction, Current Affairs, Law, & Politics
Explore the Latest Audiobooks in Non-Fiction, Current Affairs, Law, & PoliticsChildren of the State: Stories of Survival and Hope in the Juvenile Justice System by Jeff HobbsPlease visit https://thebookvoice.com/podcasts/1/audiobook/601027 to listen full audiobooks. Title: Children of the State: Stories of Survival and Hope in the Juvenile Justice System Author: Jeff Hobbs Narrator: Andre Bellido, Aven Shore, Landon Woodson, George Newbern Format: Unabridged Audiobook Length: 12 hours 42 minutes Release date: January 24, 2023 Genres: Current Affairs, Law, & Politics Publisher's Summary: From the bestselling and critically acclaimed author of The Short and Tragic Life of Robert Peace comes “an eye-opening, fully humanizing, deeply affecting look at the often-misunderstood juvenile justice system and its inhabitants—young people of earnestness, disappointment, hope, and resilience” (Booklist, starred review). For many kids...
2023-01-2403 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 067: Jeremy Finger: Digital Growth for Your Independent Advising FirmIn this episode, Jeff and Jeremy discuss: Being creative and innovative as an independent advisor.Building a client book within the cogs of the big wirehouses.Digital growth in the wealth management industry.Why consistency is the key to success.  Key Takeaways: Being inquisitive as to how you can best help your clients is the key to finding creative solutions that can change the industry.Having a good digital footprint will help you serve clients internationally, not just within your limited geographic area.When someone goes to your website, in the first 3 seconds, they need...
2023-01-1234 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 066: Frank LaRosa: Advice on Advisor TransitionsIn this episode, Jeff and Frank discuss: Transitioning from being an advisor to being a consultant and coach to advisors. Frank’s key message when coaching advisors. The questions to answer to know if you should move firms. Talking to those who have made transitions.   Key Takeaways: You need to understand the advisor and their team as well as they do in order to best help coach them. It’s less about placement and more about education and guidance. If you are moving firms, you want to be making the relationship between your client and your firm...
2022-12-2238 minThe Shadow Banker\'s Secrets
The Shadow Banker's SecretsRIA Fundamentals: The Business of Independent Financial Advisory and Scaling AUMThere are many benefits to going independent and creating your own RIA, but it can also be challenging. Once you are independent, how do you balance the responsibilities you have to your clients with the multifaceted demands of growing a profitable business?In this eleventh episode, join Jeff Concepcion and me as we discuss the path to becoming an independent RIA, decommoditizing your firm, escaping the pressures of fee compression, maximizing enterprise value, and scaling AUM.Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money...
2022-12-2143 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 065: Ray Sclafani: Creating An Enduring Advising FirmIn this episode, Jeff and Ray discuss: What it takes to build an enduring enterprise.  Options for phasing yourself out or into other positions as your firm grows. The processes and steps of a transition plan. The war for talent and how you can bring in the right talent for your firm.   Key Takeaways: It is hard work building your boutique business into an enterprise. Build a next-generation team that is capable of serving your clients and their families multi-generationally. More freedom is created with each step down in a transition plan. The value for the clie...
2022-12-0143 minAdvisor Talk with Frank LaRosa
Advisor Talk with Frank LaRosaTactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth PartnersKey discussion points covered by Frank and Jeff include:*A look under the hood at Stratos Wealth Partners operational philosophy and the key differentiators that have made the firm’s Hybrid RIA model so successful.*The levels of infrastructure and support advisors require to go independent with confidence and the technology and processes that prove key to increasing operational capacity.*An analysis of the leadership paradigm of independence and the entrepreneurial strategies that establish independent advisors and their practices for success.*Setting the foundation for scalable growth, client retention, and ROI by...
2022-10-2032 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 064: Katherine Forrester Schneewind: Evolving with Clarity, Instinct, and AuthenticityIn this episode, Jeff and Katherine discuss: How Katherine’s mom inspired her to dig into finances and, ultimately, start her firm with her brother. Being authentic to who you are and listening to your gut instincts. Parting with a larger firm gracefully, even if not easily. Getting clarity on what you want to do in your firm for your clients.  Key Takeaways: Music and math are tied in the same epicenter in the brain. You can build and grow your firm through referrals if you develop your relationships with the clients you are working wi...
2022-10-0631 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 063: Lou Camacho: Valuation, Wealth Creation, and Financial EngineeringIn this episode, Jeff and Lou discuss: Catalysts and benefits of independence.Dispelling the myths of leaving a wirehouse. Financial engineering and creating enterprise value. Making the shift from advisor to executive.   Key Takeaways: You can do nearly anything independently that you can do within a wirehouse. You rarely, if ever, see advisors who leave the wirehouse to go independent return to the wirehouse. There is a cost of complacency for staying where you’re at versus making the decision to explore other opportunities. Recruiting and M&A to grow your practice don’t happen on thei...
2022-09-2228 minCoveredCalls with Kevin Simpson
CoveredCalls with Kevin SimpsonJeff Concepcion on CoveredCalls with Kevin SimpsonJeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls. About Jeff:Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients. Prior to starting Stratos Wealth Partners, Jeff spent 22 years...
2022-09-0820 minInside Carolina: A UNC athletics podcast
Inside Carolina: A UNC athletics podcastThe Scoop: Jeff Schoettmer on UNC's Defense, Gene ChizikFormer UNC linebacker and Tar Heel defensive staff member Jeff Schoettmer joins the show to break down the Carolina defense under Gene Chizik, standout players, and what he expects from the group in 2022. Inside Carolina's Don Callahan and Ross Martin start the show with a look at UNC football recruiting right now, upcoming announcements, and how things stand with wide receiver Kevin Concepcion, and defensive linemen Daevin Hobbs and Joshua Horton. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more...
2022-08-111h 37RIA Collective
RIA CollectiveExperience the Freedom of Independence with Jeff ConcepcionJeff Concepcion, CEO of Stratos Wealth Partners, and Charlie Van Derven talk about the freedom of independence. The choices you have, from world-class technology to a full variety of products and services, provide autonomy and the ability to be a true fiduciary to your clients.If you're thinking about a move to an Independent Broker Dealer or RIA, this episode is for you. Learn from Jeff's experience in helping 300+ advisors realize their dream of independence.
2022-07-2926 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 061: Jason Howard: Building Infrastructure to Support ClientsIn this episode, Jeff and Jason discuss: How Jason’s professional career has strengthened his lateral, creative thinking.Working for the client first and foremost.Business networking and relationship building.High compensation for high value.  Key Takeaways: No does not mean it cannot be done, it means that it cannot be done in that certain way.There are no secrets from your financial advisor - it all shows up on your balance sheet in the end.In your firm, you do not all need to do every job perfectly. Having specialties (with specific cross traini...
2022-07-2133 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 060: Chris Kiley - Winning Hearts to Evolve Your FirmIn this episode, Jeff and Chris discuss: Communicating with clients during downturns.The beginning of RCA and how Chris got to where he is professionally.Nesting to grow your firm.Being involved in the lives of your clients to best be able to serve them.  Key Takeaways: You can win hearts and mindshare when you are proactive in your communication with your clients.When you retire, you are switching from getting a paycheck to not, it is important to understand where the money is coming from regularly.Putting your money in multiple buckets allows you...
2022-07-0732 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 059: Ken Unger - Turning Good Businesses Into Great BusinessesIn this episode, Jeff and Ken discuss: The systems and practices that separate the good from the great.  The role of technology in building a great business. Client satisfaction. Meaningful conversations and educating your clients.   Key Takeaways: You don’t rise to the level of your goals, you rise to the level of your systems. The best business strategy is a satisfied client. Technology can’t replace traditional human touch. The words you say are very powerful. Communicate clearly, communicate meaningfully, communicate powerfully, communicate collaboratively. The best firms are made up of competent, motivated people.   
2022-06-1639 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 058: Gil Baumgarten: Serving the Client Best by Breaking Out of the Big FirmsIn this episode, Jeff and Gil discuss: Succession planning and partnering. Transitioning your business at the right time. Building your business and referring the work that doesn’t fit your model. Running your own business versus working in a larger brokerage firm.   Key Takeaways: Doing what’s right morally for the right reasons will often work out in the end. The evolution of technology has changed the game for the financial world. Leverage your staff in a way that allows you to show up and perform in the role that you feel is your greatest stren...
2022-05-1937 minExplore the Latest Audiobooks in Non-Fiction, Current Affairs, Law, & Politics
Explore the Latest Audiobooks in Non-Fiction, Current Affairs, Law, & PoliticsThe Power to Stop any Illusion of Problems: (Behind economics and the myths of debt & inflation.): Escape the paradox from being a total priPlease visit https://thebookvoice.com/podcasts/1/audiobook/591711 to listen full audiobooks. Title: The Power to Stop any Illusion of Problems: (Behind economics and the myths of debt & inflation.): Escape the paradox from being a total prisoner of the money game and a path to teach wealth Author: August Clark Narrator: Dr. Jeff Hutchinson Format: Unabridged Audiobook Length: 3 hours 12 minutes Release date: May 1, 2022 Genres: Current Affairs, Law, & Politics Publisher's Summary: Are you tired of hearing people constantly complain and moan about a world problem, but offer you no solutions as to what you can do to help resolve this issue? This...
2022-05-0105 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 057: Rob Samson: Exploring Your Options as a Financial AdvisorIn this episode, Jeff and Mark discuss: Transitioning away from a large firm.Flexibility and collaboration in a financial advising firm.Misconceptions about moving into the RIA space.Key attributes of successful teams.  Key Takeaways: The more firms can evolve, the more they are likely to retain advisors throughout their career.Collaboration is key in a good, supportive firm.If you’re going out on your own, make sure you understand what it means and that you do understand what it means to own your own business.Advisors need to be coachable, open, and be wil...
2022-04-2833 minX-Ray Vision
X-Ray VisionWandaVision Revisit + Thor: Love and Thunder Trailer Reaction & Moon Knight Ep 4On this episode of X-Ray Vision, Jason Concepcion and Rosie Knight revisit Westview New Jersey, the world of sit-coms, and all things chaos magic! First in Previously On (2:51), Jason and Rosie discuss America Chavez co-creator Joe Casey’s comments in The Hollywood Reporter on creator compensation, break down the Thor: Love & Thunder trailer with lore, theories, and a relevant reading list for Jason Aaron’s incredible and immense run on Thor. Then, they recap and discuss Moon Knight episode 4, “The Tomb.” In the Airlock (1:09:28), they dive deep (deeeeep) into the series WandaVision with a primer on how the series will aff...
2022-04-221h 36Power-Up With The Full Audiobook That Keeps Curious Minds Hooked.
Power-Up With The Full Audiobook That Keeps Curious Minds Hooked.Understanding Sexual Identity: A Resource for Youth Ministry by Mark A. YarhousePlease visithttps://thebookvoice.com/podcasts/1/audiobook/568704to listen full audiobooks. Title: Understanding Sexual Identity: A Resource for Youth Ministry Author: Mark A. Yarhouse Narrator: Craig Hinkle, Jeff Durham Format: Unabridged Audiobook Length: 4 hours 46 minutes Release date: April 19, 2022 Genres: Christianity Publisher's Summary: Today's youth struggle with difficult questions of sexual identity. How can a youth worker offer wise care and counsel on such a controversial and confusing subject? Mark Yarhouse, Director of the Institute for the Study of Sexual Identity, writes to equip youth ministers so they can faithfully navigate the topic of sexual identity in a way that is honest...
2022-04-194h 46X-Ray Vision
X-Ray VisionEverything Everywhere All At Once with Writer / Directors the Daniels + Doctor Strange in the Multiverse of Madness Theories & Moon Knight Ep 2On this episode of X-Ray Vision, Jason Concepcion and Rosie Knight go verse-jumping with Michelle Yeoh! First in Previously On (3:14), Jason and Rosie discuss the news that Warner Bros. is hitting pause on upcoming projects with Ezra Miller, theorize about the latest Ms. Marvel and Doctor Strange in the Multiverse of Madness trailers, and recap episode two of the Disney+ limited series Moon Knight. In the Airlock (41:44), they dive deep (deeeep) into the A24 film Everything Everywhere All at Once (in theaters now!) and the masterful ways EEAO plays with genre, offers thrills, laughs, and heart, explores mental health...
2022-04-081h 54The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 056: Mark Roman - Building the Best Team to Evolve Your FirmIn this episode, Jeff and Mark discuss: Mark’s journey through the early years of his career in the wire house to being the Managing Partner at Veritas. Attributes to early success and attributes have been the key to his long career. The progression of business development. The important things to look for with mergers and acquisitions of other advisory firms.   Key Takeaways: The number one ingredient to success in whatever you do is hard work. In order for you to evolve and best serve your clients, you can’t do it alone. You have to grow a...
2022-04-0738 minX-Ray Vision
X-Ray VisionMarvel's Moon Knight PremiereOn this episode of X-Ray Vision, Jason Concepcion and Rosie Knight eat cupcakes with Khonshu! First in Previously On (1:57), Jason and Rosie recap episode one of the Disney+ limited series Moon Knight. Then in the Airlock (17:04), they dive deep (deeeep) into the characters of Moon Knight’s first episode, the comics lore at the heart of the series, and offer dozens of theories for where the show might be headed plus where the MCU is headed as well. In Nerd Out (54:20) a listener pitches us on Marlon James’ fantasy epic Black Leopard, Red Wolf and in the Endgame (58:13), Jason and...
2022-04-0159 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 055: Bobbie Meola: Being Open to Your Success In this episode, Jeff and Bobbie discuss: Caring with no agenda is an advantage. Treating people with sincerity (both customers and employees)Having men and women in leadership positions in your firm. The power in process and communication.   Key Takeaways: People can recognize if you care or not. Spend time listening to people and their stories. Having empathy for everyone in your firm will help you develop your employees in every spot to be the best they can be. Adding diversity to your firm will allow your firm to be better stewards for your community...
2022-03-1732 minExplore the Latest Audiobooks in Non-Fiction, Current Affairs, Law, & Politics
Explore the Latest Audiobooks in Non-Fiction, Current Affairs, Law, & PoliticsThe United States of Anonymous: How the First Amendment Shaped Online Speech by Jeff KosseffPlease visit https://thebookvoice.com/podcasts/1/audiobook/601349 to listen full audiobooks. Title: The United States of Anonymous: How the First Amendment Shaped Online Speech Author: Jeff Kosseff Narrator: David Stifel Format: Unabridged Audiobook Length: 12 hours 36 minutes Release date: March 15, 2022 Genres: Current Affairs, Law, & Politics Publisher's Summary: In The United States of Anonymous, Jeff Kosseff explores how the right to anonymity has shaped American values, politics, business, security, and discourse, particularly as technology has enabled people to separate their identities from their communications. Legal and political debates surrounding online privacy often focus on the Fourth Amendment's protection against unreasonable searches and...
2022-03-1503 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 054: Jeff Thomas: Connecting Success to Values  In this episode, Jeff and Jeff discuss: • Having a plan and a strategy in all your financial endeavors.• Creating space for those things that your clients are highly passionate about (even if they don’t recognize it at first).• Passing on your values of charity, not just your financials.• Having meaningful dialogue with your clients.  Key Takeaways: • A lot of people need to be given permission to utilize money in ways that aren’t just accumulation.• There are more types of capital than just financial - soci...
2022-02-2437 minThe Travis Parry Show
The Travis Parry ShowEp 22: Achieving Your Definition of Success with Jeff Concepcion Jeff Concepcion, the founder, and CEO of 
2022-02-1032 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 053: Mike O'Brien: Building an Enduring FirmIn this episode, Jeff and Mike discuss: Business development trends from 2021.Why people move jobs (and job models). Components necessary to build an enduring firm. Establishing your vision and strategy.   Key Takeaways: Take the opportunity and time that we have now to ask the right questions about what you want for your life and career. Flexibility, autonomy, and control tend to be the heart of the reasons why people in financial services move jobs. Culture and building wealth are also critical reasons. Communication is critical to being a CEO. Vision and strategy incorporate what you do, bu...
2022-02-0333 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 052: Jeff and Lou’s Year End ReviewIn this episode, Jeff and Lou discuss: M&A trends from 2021. Underutilized segments of the market. Bringing in strategic, minority partners. Finding, recruiting, retaining, and developing talent.   Key Takeaways: Firms are going to have to be smarter than they ever have before, not only in terms of the types of deals, but also what you're willing to pay for those transactions.Any and all folks who touch M&A, whether it's valuation firms, law firms, or the banks that finance these types of transactions, people are frenzied, and they're buried right now. Align yourself with some...
2022-01-0635 minLocomotion
LocomotionXMAS TAPE Vol.51- Mariah Carey, Khalid & Kirk Franklin - Fall In Love At Christmas 2- Bryson Tiller feat. Halo - winter wonderland 3- Kalo -Xmas VIBES 4- Kaskade - Cold December 5- Mariah Carey - Sugar Plum Fairy Introlude 6- Anthony Hamilton - What Do The Lonely Do At Christmas 7- PJ - Single on Christmas 8- Austin Marc - Deck the Halls 9- EightyEight - DLT 10- MNEK - Stopped Believing In Santa 11- Anthony Hamilton - 'Tis The Season 12- Invention - Snowstalgia 13- AMEER - Have Yourself...
2021-12-221h 01The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 051: Linda Paullin-Hebden: Selling Your Firm with an M&A LawyerIn this episode, Jeff and Linda discuss: • M&As in the wealth management space.• The evolution of the wealth management space and the rapid acceleration over the last few years.• Questions asked by the M&A lawyer when you are looking to sell your firm.• Having flexibility in your transactions (especially as different generations are tending to want different things).  Key Takeaways: • You need to understand the regulatory schemes that your client is under, as an M&A attorney, to avoid missteps in the transaction.• It is e...
2021-12-0237 minX-Ray Vision
X-Ray VisionDisney+ Day’s Marvel News & a (Spoiler-Free) Primer on Amazon’s Wheel of TimeOn Episode 12 of X-Ray Vision, Jason Concepcion & Rosie Knight jazzercise with She-Hulk! In the Airlock (0:02:09) Jason and Rosie dive deep (deeeeep) into the lore around the biggest announcements from the first annual Disney+ Day, including Moon Knight, She-Hulk, and Ms. Marvel. For the Omnibus, (0:49:42) Jason details the background and history of the character Moon Knight; in The Hive Mind (1:09:38), Jason is joined by writer and podcaster Preeti Chhibber for a spoiler-free primer on The Wheel of Time book series by Robert Jordan, the upcoming Amazon TV show (premiering November 19th), and how WoT is different (in a good way...
2021-11-171h 24Marvel\'s Pull List
Marvel's Pull ListX-Statix w/ Jason ConcepcionRyan Penagos (aka Agent M) and Tucker Markus run through all the fresh floppies out this week including GUARDIANS OF THE GALAXY #18, DEATH OF DOCTOR STRANGE #1, and X-MEN: ONSLAUGHT REVELATION #1. Plus, we're joined by Jason Concepcion (Binge Mode, X-Ray Vision) for a Marvel Comics deep-cut reading club on X-Statix! Come for the comics, stay for the Doop!! What we're reading with Jason Concepcion:X-Statix (2002 - 2004) #1-5Shoutout your LCB by sending us an email at pulllist@marvel.com or tweet using #MarvelsPullList. Make sure to mark it "Okay to read!"Follow us at:@Age...
2021-09-221h 06No Buffs | Survivor Recaps
No Buffs | Survivor RecapsSurvivor 41 Preview & Predictions with Jason ConcepcionNo Dunks teams up with Crooked Media's Jason Concepcion to preview and predict Survivor 41! Topics include: Our favorite all-time Survivor players and moments, what to expect from the shortened 26-day season, Jeff Probst's plans to break the fourth wall, First Boot and Sole Survivor predictions, and more. Hosted on Acast. See acast.com/privacy for more information.
2021-09-211h 22RIA Edge
RIA EdgeBrilliant Growth Strategies in the RIA World with Jeff ConcepcionWhile a number of RIAs have experienced significant growth in recent years, many have actually grown by default – not design: Often, advisors are relying on the market, existing clients and referrals to drive growth. But there are a number of steps and strategies that advisors can implement to drive intentional, sustainable growth. Few leaders … Read More Read More
2021-08-2426 minDJ Rage’s Show to Go from Chicago
DJ Rage’s Show to Go from ChicagoOpen Format Party Mix NSFWname artist Shake What Your Momma Gave Ya VA Ghetto Booty mix VA Butt shaker DJ Funk Video clash DJ Funk Every Freakin DayPump It Ghetto Rose Pump It (Bend on Over) VA Hold Up VA Who-u-wit DJ Deeon Pop da pussy DJ Funk Go To The Mo Various Pump That Shit (XXX) Various Let me see ya dick work Delain Freaks DJ Deeon Get Down Lil Mama Various Been on over DJ Funk Fistful Of Steel Rage Against The Machine Watch Me Silento  Peanut Butter & Jelly Cadillac Don & J-Money Holidae Inn Chingy ft Ludacris n Snoop Dogg Lean Wit I...
2021-07-311h 59One Million Musicals
One Million MusicalsThe Artist Cabaret | Vol. 2Welcome to the One Million Musicals Artist Cabaret Vol. 2! This month we have two hilarious original scenes for you, paired with two songs from a wonderful upcoming Song Cycle. We do hope you enjoy the show, and show these massively talented creators the love they deserve! "Out" - Music and Lyrics by Jaron Barney Orchestrated and Mixed by Daniel Klintworth Guitar by Morgan Hollingsworth "Starting Line" - Kristen Jeter, Tucker Breder, Sequoia, Daniel Klintworth, Aaron Alcaraz, Asia Lynn Pits, and Jo Ben-Shmuel. "I Love you, Love you" - Caitlin...
2021-07-2630 minMeet the RIA
Meet the RIAStratos Wealth Partners: How Advisors Are Navigating Disruption and ChangeStratos Wealth Partners Founder & CEO Jeff Concepcion shares how the Coronavirus crisis has forced firms to innovate, offers his advice for staying engaged, and speculates about the future of communication.
2021-02-0210 minBinge Mode: Marvel
Binge Mode: Marvel'Thor: Ragnarok' | MarvelThis pod has been falling for 30 minutes!! Mal and Jason land on Sakaar and dive deep into the hilarious and action-packed 'Thor: Ragnarok.' They break down how the 'Thor' franchise's shift into comedy makes it one of the best films in the entire MCU canon. They also talk about the new faces in this stellar film like Cate Blanchett, Jeff Goldblum, Karl Urban, and many more. They sit down for a history lesson on the comics lore that inspired Ragnarok, including 'Planet Hulk.'Hosts: Mallory Rubin and Jason Concepcion Learn more...
2021-01-122h 22The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 029: Randy Siller: Stewardship for the Next Generation to Evolve Your FirmIn this episode, Jeff and Randy discuss: • Randy’s background in accounting and how he transitioned to wealth management.• The ingredients of a partnership that can endure.• Promoting your firm to specialty markets.• Growth and future goals at Randy’s firm.  Key Takeaways: • Seminars can be a great form of business development - but you have to be presenting what people are really looking for.• Friendship and trust are key to a partnership - you have to be concerned about your parent more than yourself and in...
2020-10-0835 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 027: Lou Camacho & Nancy Andrefsky: The Good, The Bad, and The Ugly of the Acquisition SpaceIn this episode, Jeff, Lou, and Nancy discuss: Deal Structures: Cash is KingThinking straight and not just falling in love with an opportunity. Incorporating the risk of breakage. What stands out when you look at a firm’s financials. Why people buy and sell and looking at it as a process.   Key Takeaways: There is a risk in both ways - there is a risk if the owner is too involved in the business, but there is also a risk if the owner has no involvement in the business. Look at the debt and see what is...
2020-09-1032 minThe Diamond Podcast for Financial Advisors
The Diamond Podcast for Financial AdvisorsLooking at M&A from the Seller’s Side of the TableJeff 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.
2020-06-2554 minPower-Up With The Full Audiobook That Keeps Curious Minds Hooked.
Power-Up With The Full Audiobook That Keeps Curious Minds Hooked.The Killing Season (2 of 2) [Dramatized Adaptation] by Ralph ComptonPlease visithttps://thebookvoice.com/podcasts/1/audiobook/449121to listen full audiobooks. Title: The Killing Season (2 of 2) [Dramatized Adaptation] Series: #2.5 of Trail of the Gunfighter (Dramatized Adaptation) Author: Ralph Compton Narrator: Johann Dettweiler, Tracy Olivera, Tony Nam, Barbara Pinolini, Joel David Santner, Drew Kopas, Nick Depinto, James Keegan, Patrick Bussink, Bradley Smith, Tim Carlin, Alyssa Wilmoth, Christopher Scheeren, Margie Tompros, Thomas Keegan, Jeff Allin, Ren Kase Format: Unabridged Audiobook Length: 6 hours 19 minutes Release date: June 3, 2020 Genres: Westerns & War Publisher's Summary: In the 1870s, as the country recovered from the War Between the States, the expansion of railroads and the discovery of gold o...
2020-06-036h 19Barron\'s Advisor
Barron's AdvisorHow to Lose a Client in 9 DaysJeff Concepcion, Founder and CEO of Stratos Wealth Partners, on why the challenges from the coronavirus can only be solved by strengthening relationships. Learn more about your ad choices. Visit megaphone.fm/adchoices
2020-05-1226 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 017: Liz & Peter Nesvold: Evaluating Your Firm with the Future in MindIn this episode, Jeff, Liz, and Peter discuss: How Peter and Liz made their way into the financial industry and into their current roles at Raymond James and Silver Lane Advisors.Recognizing business ownership in the advising industry.Traits and characteristics of the best run firms.Understanding the value proposition between buyer and seller.  Key Takeaways: Succession planning is at a critical stage in the advising industry.Time can be your enemy if you haven’t planned ahead on how to preserve your value to the next generation.  The team dynamic is invaluable, despite being in...
2020-04-0244 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 011: Jeff Concepcion & Lou Camacho: Highlights of 2019 and a Sneak Peak of 2020In this episode, Jeff and Lou discuss:  • Listening to the marketplace to find out wants, needs, and pain points.• Streamlining processes and systems and delegating for growth.• The struggles of growth years and the reward that comes after.• Talent and cross-training.   Key Takeaways:  • Advisors value choice, they want to grow their practice, but they want to do it meaningfully.• Think about what you do that drives the needle, then think about what needs done that someone could probably do better than you.• Businesses reinv...
2020-01-0926 minLocomotion
LocomotionSANTA LOCO - XMAS TAPE vol.51- Mariah Carey, Khalid & Kirk Franklin - Fall In Love At Christmas 2- Bryson Tiller feat. Halo - winter wonderland 3- Kalo -Xmas VIBES 4- Kaskade - Cold December 5- Mariah Carey - Sugar Plum Fairy Introlude 6- Anthony Hamilton - What Do The Lonely Do At Christmas 7- PJ - Single on Christmas 8- Austin Marc - Deck the Halls 9- EightyEight - DLT 10- MNEK - Stopped Believing In Santa 11- Anthony Hamilton - 'Tis The Season 12- Invention - Snowstalgia 13- AMEER - Have Yourself...
2019-12-221h 01The Evolving Advisor Podcast
The Evolving Advisor PodcastEp 010: Jeff Concepcion: The Evolution from Advisor to CEOIn this episode, Jeff and Lou discuss:• Why it is often hard for advisors to relinquish control to allow their businesses to grow.• Where too much or too little time is spent when an advisor cannot break into the next level of success.• Changing the way you operate and your mindset as your firm grows.• The importance of having a succession agreement. Key Takeaways:• You have to fire yourself from certain responsibilities, hire the right people who can do the job better than you, and find a way...
2019-12-1926 minThe Evolving Advisor Podcast
The Evolving Advisor PodcastEp 007: Brit Leiser: SavviHer – The Financial Resource for the Modern WomanIn this episode, Jeff and Brit discuss:• How Brit evolved from a retail space to embracing her background and love of finances.• The creation of SavviHer to better serve women in the financial advising world.• The impact of women in the wealth management field.• How financial advisors can utilize the resources provided by SavviHer to best serve their female clientele.Key Takeaways:• Women, historically, have felt underrepresented and misunderstood by the financial services space.• Introducing girls and young women to the wealth management field early will give th...
2019-11-0734 minReportin: podcast de SEO, ecommerce y Google
Reportin: podcast de SEO, ecommerce y GoogleHistoria de Google (I): De 1996 a 2002En este episodio veremos la evolución de Google, desde su concepción como un trabajo para la tesis de Larry Page en la Universidad de Stanford, hasta el momento en el que gracias a Google Adwords se convirtió en un producto capaz de dar beneficios. Y también: La personalidad complementaria de Larry Page y Sergey Brin Qué es y cómo funciona el PageRank Qué es el damping factor y por qué es necesario El ojo inversor de Jeff Bezos (fundador de Amazon) La aportación de Amit Singhal, Jeff Dean y Marisa Mayer El círculo virt...
2019-10-1134 min