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内容由Kevin Simpson提供。所有播客内容(包括剧集、图形和播客描述)均由 Kevin Simpson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Jeff Concepcion on CoveredCalls with Kevin Simpson

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Manage episode 340520738 series 3291178
内容由Kevin Simpson提供。所有播客内容(包括剧集、图形和播客描述)均由 Kevin Simpson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.
About Jeff:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.
Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business.
Learn more about Stratos Wealth Partners:
Twitter
LinkedIn
Website
Connect with Jeff on LinkedIn
Follow Kevin Simpson & Capital Wealth:
Twitter: https://twitter.com/CoveredCalls​​​
LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

  continue reading

29集单集

Artwork
icon分享
 
Manage episode 340520738 series 3291178
内容由Kevin Simpson提供。所有播客内容(包括剧集、图形和播客描述)均由 Kevin Simpson 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.
About Jeff:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.
Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business.
Learn more about Stratos Wealth Partners:
Twitter
LinkedIn
Website
Connect with Jeff on LinkedIn
Follow Kevin Simpson & Capital Wealth:
Twitter: https://twitter.com/CoveredCalls​​​
LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

  continue reading

29集单集

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