Concorde Investment Services, a broker-dealer and registered investment advisor, announced the launch of Knowledge for Profit, an advisor development initiative led by industry veteran Jeffrey Bangerter. The program aims to provide financial advisors with advanced training and resources to enhance their practice and client service.
Jeffrey Bangerter, who has over 25 years of experience in the financial services industry, will lead the initiative. He previously served as a senior executive at several financial firms and is known for his expertise in advisor development and business growth strategies.
Knowledge for Profit will offer a curriculum covering topics such as portfolio management, client acquisition, and regulatory compliance. The program is designed for both new and experienced advisors seeking to expand their skills and build sustainable practices.
Concorde Investment Services is based in Southfield, Michigan, and is a subsidiary of Concorde Holdings. The firm provides brokerage and advisory services to independent financial professionals across the United States.
