Episode 083: This week, Kyle Van Pelt talks with Nate Lenz, Co-Founder and CEO of Concurrent. Nate has more than a decade of experience in the financial industry. His career has focused on supporting financial advisors, empowering them to succeed without the backing of big financial services companies. Nate is a leader for advisors looking to realize their potential as entrepreneurs.

Nate shares Concurrent's key initiatives on building a robust investment team, enhancing technology integrations to make data actionable, and addressing the talent gap in the RIA industry through a centralized wealth advisory services team. Nate also explores the trend of RIAs seeking strategic partnerships while maintaining independence and brand autonomy. 

In this episode:

Key Takeaways

Quotes

"Our best opportunity is to serve the end client and to serve the advisor, so we carry that duty and accountability all the way through." ~ Nate Lenz

"If you're building a lifestyle business, that's great. But recognize that in doing so, your highest and best use is going to be serving your top clients, getting referrals out of those relationships because of what you're delivering, and making sure that you're upholding those service levels, retaining that business, and growing that business." ~ Nate Lenz

"Not all RIAs are created equal. The ones that are investing in people and technology and supporting the advisors affiliated with them are going to continue to grow and scale because they're going to be best equipped to ultimately serve the end client." ~ Nate Lenz

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