LIVE WEBCAST: From Change to Choice: Your Strategic Assessment for Independence

Wednesday, October 29, 2025 | 4:00 PM Eastern Daylight Time

How do you build a stable, independent practice?

Brett Hina, Managing Partner at Cornerstone Private Wealth and a multi-year Forbes Best-in-State Wealth Advisor, successfully navigated the transition to independence. Now, he’s sharing the playbook he followed.

Join Brett and Concurrent’s Joseph Mooney today for From Change to Choice and learn how to create your own actionable assessment for independence.

The webcast starts soon—secure your spot now!

REGISTER HERE

Sectors Up Close: Has AI set the bar too high for Big Tech? Feat. Leah Bennett

https://youtu.be/aMdEAdiQ7H4?si=ci_wVEyBnldcPevm Big Tech has a track record of smashing Wall Street estimates, but questions are mounting over when massive AI investments will start to pay

How Advisors Can Avoid Compromising Business Value During Succession

Concurrent’s Managing Director of Practice Synergies & Enterprise Consulting Explains How Owner Advisors and Rising Leaders Should Think About and Plan for Succession By Jeff

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

Liz Lenz Named Rising Star of 2025

We’re thrilled to celebrate Liz Lenz, Managing Director at Concurrent Investment Advisors, who has been recognized by InvestmentNews as one of the Rising Stars of