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Listen to Jeff on the Financial Advisor Success Podcast

Writer: Kevin Elvington
Kevin Elvington
Oct 6, 2021
1 min read

Jeff Concepcion, CEO of Stratos Wealth Partners, was recently on the popular Financial Advisor Success Podcast hosted by Michael Kitces.




What You’ll Learn In This Podcast Episode

  • An overview of Stratos Wealth Partners.

  • The various services they offer to advisors.

  • Why mature advisory firms should have a succession plan in place.

  • How their payout grids work.

  • What compliance and technology look like under the Stratos model.

  • The typical size of the firms that Stratos works with.

  • Why Jeff decided to start his firm. 

  • His experience in the early years of building the business. 

  • What surprised him the most in the beginning. 

  • How Jeff’s role has evolved over the years.

  • What a typical week looks like for him.

  • Jeff’s low point.

  • What comes next for Stratos Wealth Partners. 

  • How he defines success. 




11 Comments


emeery232
Aug 15

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👍

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Aug 07

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Jul 02

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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LPL Financial Form CRS

 

Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 12, 2025, Stratos Wealth Partners, Ltd. placed 23 on the list for the year 2025. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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