(PRWEB) July 29, 2016
When CONCERT Wealth Management Advisors need to figure out the best broker-dealer to use or determine which custodians will help them best serve their clients' needs, they'll have the resources they need thanks to a recently formed partnership between CONCERT Global Group, Ltd. and the Nash Consulting Group, LLC.
The partnership will also help Advisors who may consider retiring, says Jeff Nash, President of Nash Consulting Group.
Nash said that CONCERT's technology, including the Omniscient CRM, is what first led him to CONCERT. "CONCERT is unique in that it has its own complete technology platform," he said. "Most RIAs do not have anything near what CONCERT does".
The partnership with CONCERT, says Nash, offers what his own Advisor clients need. "CONCERT is really a solution for me and a growth solution for Advisors interested in the RIA space."
"Nash Consulting is an excellent resource for CONCERT Advisors," says Felipe Luna, CEO of CONCERT Global, parent company of CONCERT Wealth Management. "With his 6 years experience as an Advisor, his 23 years of industry experience and his leadership skills in the financial industry, Jeff has an in-depth understanding of the concerns and choices that Advisors face today."
CONCERT Global is an Advisor Technology and back office services company providing a comprehensive suite of services to independent Advisors (IARs), Registered Investment Advisors (RIAs) and Broker/Dealers (B/Ds). Our fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale allowing our Advisors to focus on clients instead of the back office. CONCERT Wealth Management, Inc., its registered investment advisor affiliate, provides additional efficiencies to advisors throughout the country by leveraging strong industry relationships, back office and compliance services. The firm's Capital Management division also provides investing solutions to help advisors better serve their existing clients while cultivating practice growth.
Nash Consulting Group consults with Financial Advisors, Broker/Dealers, Financial Institutions and RIAs on selecting Broker/Dealers and Custodians or Merger and Acquisition partners. Nash Consulting Group leverages their unique experience and process which includes understanding advisor needs and factoring in economic and regulatory trends such as the impacts of the Department of Labor’s (DOL's) latest rule. They are based in North Carolina.