The Future of Wealth Management is Independent and Advisor Centric, with Nate Lenz, Concurrent Advisors
June 13, 2023
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
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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Guest Details:
Harbor Capital Details:
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so