Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

Advisor Talk with Frank LaRosa · Mar 30, 2023 · 46m

Among the many topics covered by Frank and Nate are:

* Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s model.

* A ‘behind the scenes’ take on Concurrent and the firm’s methodology which looks beyond production alone to support advisors in growing their practices.

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* Why allowing advisors to maintain their identity, while still providing them with scalability, is proving to be the solution that many advisors are looking for.

* The effect that market turbulence has on current advisor transition deals and an analysis of what those trends mean for…