Maher Financial Group

Maher Financial Group

Maher Financial Group Zarefa Marini is an Administrative Assistant supporting James P. Maher, JD, CSSC, of Maher Financial Group in Farmington Hills, Michigan. As a member of a team of two, Zarefa is responsible for opening all new accounts, transferring accounts, and making sure all paperwork in the client folder is processed. Zarefa and James became familiar with Docupace when they decided to transfer Broker-Dealers to Concorde Investment. THE NEED Zarefa Marini had been working with a disjointed process for years, similar to most others in her role. After being handed a client folder, Zarefa would enter the information into their system, scan the documents, and then upload all the...
Concorde

Concorde

Concorde Robin Edgar, an independent financial advisor with Concorde Investment Services, LLC, has been a licensed financial advisor for over twenty-six years. In 2013, she made a significant change to her practice. She sold eighty percent of her book and let her administrative staff go. The change allowed her to focus entirely on the top twenty percent of her clients and enabled her to move her practice from Iowa to Minneapolis where she could be closer with her children and grandchildren. The change also required that she take on some additional tasks including document management and processing. As an industry veteran with 20/20 hindsight, Robin has seen the hurdles the industry has...
Integrated Financial Resources

Integrated Financial Resources

Integrated Financial Resources Elizabeth Ross, better known as Liz, is an Asset Management Specialist supporting three financial advisors with Integrated Financial Resources, a Registered Investment Advisory firm in Toledo, Ohio. Integrated Financial Resources is affiliated with Concorde Investment Services, LLC, a broker-dealer with one hundred and twenty-four financial professionals registered nationwide. As an Asset Management Specialist, Liz is responsible for implementing new business with Concorde Investment Services. Currently, Integrated Financial Resources manages about $50 million in assets under management.   THE NEED “When we first started working with Concorde we had to...

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