Don’t Mistake Activity for Achievement with Nate Lenz: The Don’t Do That Podcast

“Scale isn’t optional anymore - it’s the engine for advisor success."

Our CEO & Co-Founder, Nate Lenz, joined Kelly Waltrich on the Don’t Do That podcast to discuss how Concurrent pairs platform and partnership, the rise of minority investments, and why we focus on outcomes over activity to help firms grow. Check out the full episode below.

No time to watch? 🎧 Listen here:

on Apple Podcasts

on Spotify

Originally posted by Intention.ly.

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