• Kevin Elvington

Listen to Jeff on the Financial Advisor Success Podcast

Updated: Jun 5, 2019

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. 

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