The Future of Wealth Management is Independent and Advisor-Centric, with Nate Lenz, Concurrent Advisors

The Active Advisor Podcast (Episode 6)

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Nate Lenz, CEO and Co-Founder at Concurrent Advisors. Concurrent is one of the largest and fastest-growing registered investment advisors (RIAs*) in the country offering a hands-on, consultative partnership that empowers advisors with the independence, control, and flexibility they need to better care for their clients. The conversation cuts across multiple independent wealth management and investment planning touchpoints, including:

• The benefits of outsourcing middle -and back- office support
• The Advisor-Centric future of the industry
• Why Concurrent believes in looking for lemons
• Core investment beliefs
• Gaps in training programs to develop advisors and how to develop talent internally
• The shift from passive to active management

Nate Lenz is the CEO of Concurrent, a $12 Billion OSJ, turned RIA*, partnering with advisors to realize their potential as entrepreneurs. Before launching Concurrent, Nate was the co-founder and managing partner of I&A Consulting, a boutique consultancy focused on M&A and experienced advisor recruiting. The launch of I&A followed a 6-year stint at Raymond James Financial Services, where he was the Vice President of Succession Planning & Acquisitions, leading an in-house consulting team that provided support to the 4,000+ independent financial advisors affiliated with RJ in both the independent broker/dealer and RIA custodian channels.

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Music provided by Tom Hunt / Music&SFX Pro, Artlist License

*Registration does not imply a certain level of skill or training.

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