Concentrix Wealth Advisors

Library
Your all-in-one place, easy-to-review collection of Videos and Wake-Up-Call Real Stories

 

Videos

"What makes Concentrix truly one-of-a-kind? | View Video | Transcript

"How do we select best-of-the-best Strategic Partners?” | View Video | Transcript

"What makes Concentrix Planning totally unique?" | View Video | Transcript

"When you're ready" | View Video | Transcript


Concentrix Story Book
Wake-Up-Call Real Stories:

Business


The collections nightmare
Throwing money away
The tragedy of guesses and assumptions
Winners and losers
Prepared for everything, except…
So many responsibilities…
The unwelcome new neighbor…
How do you lock in Rainmakers?
Beyond the benefits package
The plan didn’t work
Who will look after me?
What is the real value?
Leaving money on the table


Golf


Human resource lawsuits are growing

Turn accounts receivables into cash

A shocking tax bill

How to convert land into revenue

Sports


Life sometimes interferes

High draft pick – no guarantee

Bad advice from friends and family

Satisfying deeper needs

The threat of professional plaintiffs

 

Entertainment


How can paydays be sustained?

One hit record

 

 

 

Story Book

Family


One solution solves multiple challenges
Throwing money away
There’s always tomorrow
Retirement plan fallacies

Accidental Negligence
Sins of the children
Unintended consequences
Dealing with out-of-sight college costs
Changing trust laws
Overwhelmed
Confused
An unexpected windfall
A potential costly mistake
Confusing Investment decisions
An estate planning nightmare
A major oversight
Give and receive


Professionals


Anticipating the worst

Half done – full consequences

Fear of litigation

Expanding services and revenue

Fiduciary responsibility




Download our Report
Forward to a Friend | Terms of Use/Privacy Policy | Home