Personal Branding for Financial Professionals
Increase Profits • Attract Clients
Eliminate Low-Payoff Activity
Too many Financial Professionals spend all their time and energy
promoting an agency or company brand and not their own.
Private Label
Playbook
Digital
Marketing
FP
Concierge
Practice
Development
Paul Carag
“Over the years, my team has worked with several agencies and field marketing offices. They provided some training and sales suggestions, but our only value to them was how much money we produced. Obviously, money is important for the success of any business but quality products and excellent service are important too. We finally feel like we’ll never need to leave. We matter to Concord Wealth Management, and they’ve given us the best help with marketing and keeping our goals crystalized to help us make better decisions. The crew at Concord make sure we have everything we need to succeed. We’re very grateful.”
Donna Shelton-Monkus
“Josh and I worked with Concord this year to come up with a complete marketing package for our newly found company. The results were amazing! Working with these their marketing team was so easy and they continuously made the process easy for us to complete. Our website is the best that I have ever seen. In fact, just last week someone emailed me to offer to buy our website! We were so proud that we have a lot of favorable comments about our website, but never an offer to buy! Great job and kudos to Clint and Concord Dream Team!"
Alex Casella
“Concord helps me elevate my practice and drastically improve my digital marketing presence. I was at a point in my career where I needed to improve my brand and connect with the right prospects. Concord’s reliable staff, tools and digital marketing resources helped me target a group of professionals I enjoy working with and have a deep connection to. The team at Concord is among the best I’ve worked with, from the dedicated marketing support to the reliable new business team. The healthy and positive culture at Concord encourages success, promotes professional development and truly cares about its team members.”
"A BRAND IS MUCH MORE THAN A PERSONAL DBA, LOGO, OR AGENCY NAME.
A BRAND IS EVERYTHING THAT SOMEONE THINKS OF WHEN THEY THINK OF YOU."
The Private Label Playbook is a series of simple strategies that helps advisors elevate their Personal Brand and Increase Profits.