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Barron’s: How to Help Employees Get Ahead: Tips From Leaders at Investment Firms

Our Managing Director of Advisor Engagement and Enterprise Development, Joe Mooney, was recently interviewed by Barron’s to share his best advice about creating effective career paths in the wealth management space. 

Joe discusses a few options for getting started in a career at Concurrent, including both W-2 hired advisors and advisors hired by our affiliated practices who still gain the support and training of the Concurrent team. Both options provide advisors with real-world training and experience that is invaluable to their future growth and careers down the line.

 Read the full interview here.

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How Advisors Choose Their Independence

Joe Mooney, managing director, advisor engagement and enterprise development at Concurrent, talks about the ways that advisors seek to achieve independence in their chosen profession. The editors

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