Sponsored by
Learn how independent financial advisors can drive growth and streamline operations while maintaining their autonomy as David Armstrong, editorial director for Informa Connect’s Wealth Management Group, speaks with Nate Lenz, CEO & co-founder at Concurrent.
They explore talent development, organic growth strategies and the unique model Concurrent uses to allow advisors to thrive while maintaining their brand identity.
David and Nate highlight the following:
- The evolution of Concurrent and its transition to a fully independent RIA
- Strategies for achieving organic growth and the critical role of talent development
- The significance of minority non-control stakes in building advisor partnerships
- Concurrent’s approach to expanding service offerings through strategic acquisitions
Resources:
Connect With David Armstrong:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: David Armstrong
- Twitter: David Armstrong
- LinkedIn: Informa
Connect With Nate Lenz:
About Our Guest:
At 25, Nate Lenz was the youngest vice president at Raymond James Financial Services, where he led the succession planning and acquisition team and helped recruit financial advisers from large, full-service brokers, providing them with the support they needed to grow their own businesses independently. That work helped shape his vision for Concurrent, which he co-founded in 2016 in Tampa, Florida, to build a better business model for advisers looking to go it alone. “Concurrent is a service provider to advisors that helps them make the jump to independence,” Lenz said.
