In a June 2024 issue, Concurrent CEO, Nate Lenz, shares his thoughts on the biggest trends and challenges shaping the financial advising space. He discusses a move to further independence being a large trend he sees across the industry, the rise of technology providers providing superior solutions, lessening dependence on incumbents but never replacing the need for human expertise, and the massive talent shortage this industry is currently seeing — along with the opportunities that creates for the next generation.
How Advisors Choose Their Independence
Joe Mooney, managing director, advisor engagement and enterprise development at Concurrent, talks about the ways that advisors seek to achieve independence in their chosen profession. The editors