by Ryan Nauman, Market Strategist, Zephyr
Zephyr’s Ryan Nauman and Nate Lenz, co-founder and CEO of Concurrent, discuss the evolution within the wealth management industry, focusing on the rise of next-generation financial advisors, the importance of technology adoption, and the need for efficient practices and infrastructure.
Join Ryan Nauman on the Adjusted for Risk Podcast as he sits down with Nate Lenz, co-founder and CEO of Concurrent, to discuss the transformative trends in wealth management, the role of next-gen financial advisors, and the impact of emerging technologies like AI. Recorded live from the Wealth Management Edge conference, this episode dives deep into the evolving landscape of financial advising, from talent development to sustainable business practices and advanced planning resources. Don’t miss this insightful conversation on the future of advisory services and the importance of educating and engaging the next generation of clients.
00:00 Introduction and Podcast Overview
00:40 Live from Wealth Management Edge Conference
01:30 Guest Introduction: Nate Lenz
01:55 Nate’s Background and Entrepreneurial Journey
05:06 Challenges and Strategies in Wealth Management
07:59 Future of Financial Advice and Technology
10:55 Developing Talent and Client Relationships
15:41 The Importance of Financial Education
19:46 Leveraging Technology in Financial Services
22:28 Conclusion and Final Thoughts
Read the orginal article on WealthManagement.com.
