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Personal Branding for Financial Professionals
INCREASE PROFITS  ATTRACT CLIENTS
ELIMINATE LOW PAYOFF ACTIVITY

Too many Financial Professionals spend all their time and energy promoting the agency or company brand and not their own.

Private Label
Playbook

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Digital
Marketing

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FP
Concierge

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Practice
Development

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Our FPs are our #1 priority 

Don't take our word for it, see what other's are saying...

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Paul Carag

“Over the years, my team has been connected to several agencies / field marketing offices.  The problem we always ran into was that, while they provided some training and sales suggestions, the depth of our value to them was simply how much we could make for them.  Obviously, you must take money into account for the success of any business but what kind of product do you really want to see come out of your efforts?  You can imagine how many times insurance agents change agencies because they don’t feel cared for or needed beyond their overhead income to the agency.  We finally feel like we have no reason to ever find another agency.  We have been made to feel that we matter, and we’ve been given the best help with marketing, our brand phrasing and keeping our goals crystalized to help us make better decisions in our business.  The crew at Concord do the very best they can to make sure you are supported and have anything you need to succeed. We’re very grateful.”

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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!" 

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Alex Casella

“Concord has helped me elevate my  practice, bring it to the next level and drastically improve my digital marketing presence. I was at a point in my career where I needed a strategic partnership with reliable tools, staff and digital marketing resources to effectively improve my brand and connect me with the right prospects. Concord has helped me narrow my audience and genuinely  target a group of professionals I passionately enjoy working with and share a deeper connection to. The leadership and team at Concord is among the best I’ve ever worked with in the industry, from dedicated marketing support all the way to a reliable new business team. Concord has developed a healthy and positive culture that encourages success, promotes professional development and truly cares about its team members. Concord has the resources to make any financial services Professional whose willing to work hard wildly successful!”

Our Network

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"A BRAND IS MUCH MORE THAN A PERSONAL DBA, LOGO, OR AGENCY NAME. 

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A BRAND IS EVERYTHING THAT SOMEONE THINKS OF WHEN THEY THINK OF YOU."

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The Private Label Playbook is a series of simple strategies that helps advisors elevate their Personal Brand and Increase Profits.

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Stay Connected

701 Edgewater Drive Suite 310
Wakefield, MA 01880

Tel: 781 - 327 - 0996

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