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Learn the way unbiased monetary advisors can drive development and streamline operations whereas sustaining their autonomy as David Armstrong, editorial director for Informa Join’s Wealth Administration Group, speaks with Nate Lenz, CEO & co-founder at Concurrent.
They discover expertise improvement, natural development methods and the distinctive mannequin Concurrent makes use of to permit advisors to thrive whereas sustaining their model id.
David and Nate spotlight the next:
- The evolution of Concurrent and its transition to a totally unbiased RIA
- Methods for attaining natural development and the essential position of expertise improvement
- The importance of minority non-control stakes in constructing advisor partnerships
- Concurrent’s method to increasing service choices by strategic acquisitions
Assets:
Join With David Armstrong:
Join With Nate Lenz:
About Our Visitor:
At 25, Nate Lenz was the youngest vp at Raymond James Monetary Providers, the place he led the succession planning and acquisition crew and helped recruit monetary advisers from giant, full-service brokers, offering them with the assist they wanted to develop their very own companies independently. That work helped form his imaginative and prescient for Concurrent, which he co-founded in 2016 in Tampa, Florida, to construct a greater enterprise mannequin for advisers trying to go it alone. “Concurrent is a service supplier to advisors that helps them make the soar to independence,” Lenz mentioned.
