Welcome to Money Concepts and the Bluegrass Region. My partner, Dan Greenwell, and I are committed to creating a regional “WOW” experience for our advisors that is impactful and measurable. We want to help you make more money, in less time and have more fun doing it.
Out of 20 national and international regions, our region is #1 at Money Concepts and has held that position for the past six years. Today, we have 50 licensed advisors in Kentucky, Tennessee, Ohio and Indiana who proudly call the Bluegrass Region their home.
Concerning products and the platform by which you choose to run your business, we are fiercely independent. In other words, as the owner of your practice, you have the freedom and flexibility to manage it as you see fit. We will supply you with the knowledge, education and awareness of products, third-party money managers, alternative investments, practice management techniques, fee-based platforms and the client WOW Experience. However, as the owner of your practice and your book of business, how you use it all is completely up to you.
Like all of our advisors, we are certain that you too will be comfortable and confident that you are independent, but not alone. We provide numerous support services in every stage of the timeline. Whether that involves assisting you with your transition to Money Concepts, or everyday support and advice from a team of advisors with centuries of experience, we are here to help.
We encourage you to join us, and together we can help you and your clients fulfill your long-term financial goals in an environment that is ethical, friendly, relaxed, and most importantly, independent.
Sincerely,
Russell E. Lytle,
President and RVP
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Russ Lytle
President
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