Latest / Advisor Talk with Frank LaRosa
Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors
Topics discussed include:
*A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future.
*Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous.
*The Concurrent relationship with Merchant and how the alignment of core philosophies between the organizations has impacted advisor entrepreneurial success.
*How working with Fidelity and Schwab has amplified Concurrent’s ability to support advisors who have strong entrepreneurial motivations.
This episode is packed with…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.