Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

When considering the opportunities independence offers, advisors need to evaluate where their practice is now, what goals they want to achieve for growth in the future, and the resources it will take to yield those results.

In this episode of Advisor Talk, Elite Consulting Partners’ CEO, Frank LaRosa, sits down with Nate Lenz, CEO and Co-Founder of Concurrent, for a dynamic conversation that covers how firms are answering this call for support, the resources which have the most practice impact, and how Concurrent has structured their advisor support offering to provide a compelling solution for next-level practice growth.

Topics covered include:

  • Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s model.
  • A ‘behind the scenes’ take on Concurrent and the firm’s methodology, which looks beyond production alone to support advisors in growing their practices.
  • Allowing advisors to maintain their identity while still providing scalability is proving to be the solution that many advisors are looking for.
  • Market turbulence’s effect on current advisor transition deals and an analysis of what those trends mean for the industry.


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