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Concurrent’s Casey Bates on How To Grow Your RIA Through Financial Wellness Programs

Casey Bates, our managing director of strategy and growth, wrote an article for Financial Advisor Magazine about the rapidly emerging market for financial wellness programs. For employers, these programs can help limit their employees’ financial stress, boosting morale and productivity. And for advisors, a financial wellness program can be an effective way to grow their business and reach new clients. Casey walks through the main opportunities and challenges in this space, which is expected to become a $40 billion market in the next decade.

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Building a Championship RIA with Nate Lenz

In Episode 083 of The Connected Advisor podcast, our Co-Founder and CEO, Nate Lenz, delved into the strategies behind building a championship Registered Investment Advisor (RIA) firm. Drawing

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Advisory Services offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

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