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    Breakaway Advisors

    Take ownership of the business that you have created.  We provide the necessary resources and experience to transfer your client accounts and establish new business. CLICK HERE to learn more.

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    RIAs Looking to Grow

    Back office tasks of an Advisory practice drain efficienty and prevent growth. CLICK HERE to learn how CONCERT can empower your business to grow through time and cost efficiency.

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    RIA Succession Planning

    For RIAs looking to retire, we can provide succession planning and transition for your book of business.

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    Why Partner with Concert?

    Today’s independent advisor spends too much time on administrative and operational services needed to keep the business running.  Our platform bridges the gap between working IN your business and working ON your business.

Our Platform

Whether you've already adopted the independent advisor model or are still just considering it, there are a number of factors to consider when building your efficient and successful practice.

 

How to Join CONCERT

We make it easy to transition to Independence. Learn More.

Our Approach

Partnering with CONCERT allows you to make the best decisions for YOUR clients, in YOUR business - while building future equity in YOUR financial services practice.

Resources

Check out these resources to learn more about CONCERT Advisor Services.