What Our Associates Say About Us
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Greg Thomas
As a veteran producer, I have looked at all the options and business models available to me. I have found I am best served using a fee based business model. The resources required to deliver this are immense and by aligning with Wealth Concepts, I am able to leverage my time and money. Furthermore, being in an organization that has its values and actions aligned with mine is tremendously important to me, particularly at this stage of my business life.
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Stephanie House
Competing as a Division-I student-athlete at the University of Michigan, I felt I had the ability to excel in any career path I chose. After researching numerous financial firms, I chose to align myself with Wealth Concepts, LLC. This firm has provided me with the technical knowledge, sales training, coaching, and environment that are needed to succeed in this industry. Wealth Concepts, LLC has empowered me to begin building a successful practice from scratch. Due to all of this, I have achieved great success early in my career.
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Randy Williams, J.D.*, CFP
Paul Larance, MBA
We have functioned successfully under a commission-based business model for over ten years. While we achieved success as recognized by the industry, we knew there were definite gaps in our picture and just didn’t know there was any other way to do it. By transitioning our practice to a fee based model, we have found our client interaction to be far superior. Positioning ourselves as lead financial advisors and then backing that up with the ability to deliver to our clients high-end strategies in the areas of business and estate planning has put us in a position to develop a process resulting in more comprehensive high-end planning than we have ever done in the past. |
Greg Thomas, Stephanie Boyles, Randy Williams and Paul Larance are registered representatives of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org)
*Not practicing on behalf of MassMutual, MML Investors Services, LLC or Wealth Concepts, LLC.
Wealth Concepts, LLC is a general agency of the Massachusetts Mutual Life Insurance Company. Securities, investment advisory and financial planning services offered through registered representatives of MML Investors Services, LLC. 4600 S. Ulster St., Ste. 1200 Denver, CO 80237, 303.692.8183
Member SIPC
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