For a while now, Malcolm Ethridge, founder of Capital Area Planning Group, has followed a strict philosophy when it comes to hiring. “I exclusively look for career changers,” he says. “They have a different perspective from someone who’s been in the financial advisory professional field as long as I have.”
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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
January 16, 2025 In this week’s Barron’s Advisor Big Q, they asked top financial advisors for their 2025 business goals and priorities, and our CEO
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January 10, 2025 As reported in CityWireRIA, we’re welcoming two exceptional advisor teams to the Concurrent network: Engelstad Wealth Advisors and Louis C. Ciliberti &
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