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.
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
