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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 from over a decade of experience in the financial industry, Nate emphasized the importance of teamwork and accountability, noting that “the overall success of an organization depends on the role each member plays.”

Nate also discussed Concurrent’s commitment to enhancing technology integrations, making data actionable, and addressing the talent gap in the RIA industry through a centralized wealth advisory services team. He highlighted the trend of RIAs seeking strategic partnerships that offer support and resources while preserving independence and brand autonomy.

Reflecting on his journey from playing football to leading Concurrent, Nate illustrated the value of resilience, discipline, and commitment to team dynamics. He shared that building a lifestyle business requires focusing on high-quality client relationships and maintaining exceptional service levels for growth and retention.

We invite you to watch the full episode below to gain deeper insights into Nate’s vision for the future of RIAs and how Concurrent is leading the charge in innovation and excellence.

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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.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0