Client Experience – As client needs and preferences evolve, so to must our process for servicing them. We view collaboration and technology as our conduits to driving scale and transforming the way we interact with our clients. From pricing methodologies to client deliverables, we are constantly evaluating ways to enhance the end client experience and provide you with the freedom to choose which changes you believe will have the greatest impact.
Investments and Planning – Open architecture platform with comprehensive support in the strategy, execution and management of all investment functions. Whether you are looking to institutionalize your model portfolios or leverage our team to outsource that area of your business, we provide resources to fit your needs.
Practice Management – Vision without execution is hallucination. From our dedicated Director of Strategy to our library of resources, our goal is to empower our partners to transform their business through a culture of collaboration and accountability.
Transition Support – We recognize that your clients are the lifeblood of your organization. We also recognize that independent business ownership presents both new challenges and opportunities. Our Director of Transitions is here to support you through all phases of the transition process, providing an additional layer of support to ensure that nothing is overlooked and that your business is on solid footing as quickly as possible.
Legal and Accounting – Through our unparalleled network of attorneys and CPAs, we have the expertise to guide you through all phases of the business life cycle, ensuring that your business has a solid foundation upon which to build through comprehensive risk management.
Human Resources – Working closely with TriNet, we shoulder the administrative responsibilities of supporting your team, providing access to group benefits, payroll and retirement plan services for both you and your support staff.
Marketing – Whether you are revamping your website or rebranding your office, our team, partnered with Raymond James’ in-house marketing agency, is here to support your marketing and branding needs. Concurrent advisors can brand themselves however they see fit, providing the flexibility to craft a strategy sure to resonate with clients and advisors alike.
Experienced Advisor Recruiting – To attract the industry’s top advisors, you must have complete clarity in your vision and discipline in your approach. As an extension of your recruiting team, we help in articulating and packaging your value proposition, evaluating affiliation models and compensation structures, and provide the tactical support to close the prospect.
Succession Planning – Succession planning is a process, not an event. By providing a framework for evaluating your options, and the support to execute on your desired strategy, we ensure that you have the opportunity to transition on your terms.
Mergers and Acquisitions – From the first meeting to the closing table, our industry-leading team acts as your advocate, providing support in the areas of due diligence, business valuation, deal structure and financing while working hand in hand with our team of CPAs and attorneys.
Size and Scale – NEXT Retirement Solutions (NRS) a founding partner of Concurrent Advisors, is a leader in the institutional retirement market and among the largest institutional consulting teams on the RJFS platform. NRS has been managing retirement plans for over 30 years with north of $10 billion under advisement.
Bridging the Gap – Affiliates of Concurrent Advisors have the opportunity to partner with NRS on retirement plans within their respective markets. We have a unique opportunity to bridge the gap between institutional consulting and retail wealth management to add value to plan sponsors we serve while delivering best in class financial advice to their plan participants through our retail partners.
Fiduciary Solutions – An opportunity to overcome complexity with the offering of 3(38) solutions, NRS has built their practice to service retirement plan sponsors and their employees. When you partner with them, you’ll find a full team of retirement planning specialist, bringing breadth of knowledge, services, technology and resources to help you serve your clients.