Nate Lenz, our CEO and Co-Founder, was recently interviewed on the RIA Edge podcast. He shared how Concurrent helps independent financial advisors grow while maintaining their autonomy and brand identity. Nate talked about on how our unique model allows advisors to thrive by focusing on talent development and organic growth. Through our approach, advisors benefit from our resources while preserving their independence, making it easier to streamline operations and drive growth.
Nate discussed the evolution of Concurrent into a fully independent RIA and how we continue to build partnerships through minority non-controlling stakes. This strategy allows us to expand service offerings without compromising the identity of the advisors we support. Our commitment to strategic acquisitions and talent development plays a critical role in helping advisors enhance client engagement and achieve long-term success.
Listen to the episode here.