Chalice Network Welcomes Concorde in Enterprise Partnership

October 1st, 2020 · 2 min read

Read from source

Chalice Network Welcomes Concorde in Enterprise Partnership


Chalice Network, the online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is proud to announce a new enterprise partnership with Concorde Investment Services. This partnership will provide Concorde financial professionals access to Chalice Network’s exceptional benefits and solutions.

“We are excited about the depth and additional services the Chalice Network platform will provide for the advisors and financial professions. These are services that professionals traditionally had to locate on their own – having a one stop location simplifies that process and provides cost savings. This is truly a value to their business,” said President of Concorde Investment Services, Drew Jackson.

Concorde Investment Services is a nationally recognized private firm offering a full spectrum of services and support for financial professionals.

Founder and CEO of Concorde, Jason Kavanaugh added, “Concorde – it’s part of our DNA – entrepreneurs serving entrepreneurs. Chalice Network assists financial advisors in running their business efficiently. They provide the tools which makes focusing on the client simpler while saving costs.”

Benefits from Chalice Network include:

Up to 30% savings on group health insurance Enterprise pricing on Orion Advisor’s Technology Complimentary Succession Link membership Complimentary website Free cybersecurity report Savings on unique and affordable marketing solutions Access to growth and acquisition capital “We are very excited to work with our friends at Concorde; they have proven to be champions for independent advisors and providing them with the much needed technology and tools to run, grow, and protect their business while best serving their clients,” says Keith Gregg, Founder and CEO of Chalice Network.

About Chalice Network™ Chalice Network is a community of over 55,000 members comprised of independent Financial Advisors, CPAs, Insurance Agents, and other financial professionals. The members of the organization enjoy access to exceptional benefits and solutions via the digital marketplace—all designed to help them run, grow and protect their business. Members may also access the Chalice Community where they can network, connect, and learn from like-minded entrepreneurs.

About Concorde Headquartered in Michigan, Concorde Holdings is the parent company of Concorde Investment Services, LLC. Concorde Investment Services, LLC is a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Investment Services, LLC is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management, LLC, an SEC-registered investment adviser, and Concorde Insurance Agency, Inc., which is insurance licensed to solicit insurance products in over 30 states, are also subsidiaries of Concorde Holdings. Additional information about

Concorde can be found on the rest of our website at

Financial Advisor Mag Joins Forces with Discovery Data and Succession Link to Create Dynamic Partnership