Concord Wealth Partners

10/26/2026

📉 Tech stocks swung hard in both directions last week. And one housing number just hit its lowest level on record.

👉 Gary Aiken explains what's really going on. Read the full Weekly Market Insights here: https://loom.ly/gcZz_iA

Important disclosure information: https://loom.ly/e42e1X8

10/23/2026

🎥 "I can solely focus on the clients and the relationships and the planning and what I bring the value to." Marissa Klaers, CFP®, on what changed once she had a full team behind her.

▶️ In this clip, she describes stepping back from micromanaging everything around her team, her clients, and her firm. With that work handled, her attention goes to client relationships and planning, where she adds the most value.

🤝 For an advisor, the team around you decides how much of your day goes to the work clients actually come to you for.

10/21/2026

👥 Independence doesn’t have to mean working alone.

🧭 At Concord Wealth Partners, the support comes as one team. Investment management, compliance and operations, client experience technology, practice management, and marketing all work together. That means fewer handoffs, fewer gaps, and more time for what you were trained to do, which is serving clients and growing your practice.

Concord handles the infrastructure so you can lead again instead of manage.

🌐 See how the team works at concordwealthpartners.com/for-advisors.

Important disclosure information: https://loom.ly/e42e1X8

10/20/2026

Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors. Here is how each index finished, what drove the moves, and what is on the calendar this week:
https://loom.ly/0xYO_os

Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors.

10/20/2026

🎉 Sheila Lopez is turning 60, and the whole Concord crew is celebrating.

Over the years, Sheila has covered the front desk, booked appointments, handled payroll…you name it. These days,
she plans our client events, leads our charitable work, and puts together our marketing materials. She's also the one
who remembers your birthdays and anniversaries, so this time it's our turn to acknowledge her.

🐾 Outside the office, look for her biking or walking the Creeper Trail, out on the lake, or walking Ginger, Sammy and Marley. When she isn't doing any of that, she's probably cooking for a crowd of family, friends, and
coworkers.

🎂 Happy birthday, Sheila. Here's to 60 and everything ahead!

10/16/2026

🧭 A platform comparison is easier when the same questions are asked of every option.

📝 Look at client experience, transition ownership, technology, marketing follow-through, and culture. Concord encourages advisors to understand both the resources being offered and the people responsible for delivering them.

10/14/2026

📣 If you haven’t heard yet, one of the biggest reasons advisors join Concord Wealth Partners is our marketing program.

🏁 Plenty of firms can put helpful education out into the world. The difference is what happens next. When someone says, “This is exactly what I need help with,” Concord’s team helps bring that response in, book the meeting, and carry it to the finish line: a new client relationship.

Good content gets attention. A real follow-up system turns that attention into growth.

🌐 Learn more at concordwealthpartners.com/for-advisors.

Important disclosure information: https://loom.ly/e42e1X8

10/12/2026

🚀 Concord Wealth Partners isn’t for everybody, and that’s on purpose.

📈 We’re built for advisors who want to grow. If you’re content where you are, we’re probably not the right fit. If you want more clients, more capacity, and a team pushing in the same direction, you’ll fit right in. That’s why Concord pairs every advisor with one of the strongest growth tools in the industry, a marketing program designed to create new opportunities.

Reason #2 is coming soon.

🌐 Until then, learn more at concordwealthpartners.com/for-advisors.

Important disclosure information: https://loom.ly/e42e1X8

10/09/2026

🛣️ Every advisor’s situation is different, so Concord Wealth Partners doesn’t start with a one-size-fits-all offer.

🧩 Whether you’re an independent financial advisor or you lead an advisory firm, the first step is the same. A series of conversations helps identify the right support model for your practice. If you’re actively exploring a move, we’ll walk through the full platform and what affiliation really looks like. If you’re curious but not ready, we’ll stay connected. And if you’re happy where you are, we’re glad to be a peer resource.

☕ Start with a 15-minute Coffee with Wade at concordwealthpartners.com/for-advisors. There’s no timeline but yours.

Important disclosure information: https://loom.ly/e42e1X8

10/06/2026

Medicare takes a little time to understand, and its features can affect your health care costs and coverage in retirement. Our latest article explains what original Medicare covers, where gaps can appear, and why Medicare belongs in your retirement strategy. Read the full article here:

Medicare takes a little time to understand, and its features can affect your health care costs and coverage in retirement. Our latest article explains what original Medicare covers, where gaps can appear, and why Medicare belongs in your retirement strategy. Read the full article on our website.