Many believe that the transition from a broker-dealer to a Registered Investment Advisor (RIA) space is deeply complex and risky, possibly jeopardizing client relationships.  However, this move can actually open up a world of opportunities for personalized client service, technology advancement, and business model autonomy, This week, Brent Mekosh is joined by Nate Lenz, the … <a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2024/05/16/exploring-the-ria-space-with-nate-lenz-ep-77/"> Read More Read More</a>

Many believe that the transition from a broker-dealer to a Registered Investment Advisor (RIA) space is deeply complex and risky, possibly jeopardizing client relationships. However, this move can actually open up a world of opportunities for personalized client service, technology advancement, and business model autonomy, This week, Brent Mekosh is joined by Nate Lenz, the … Read More Read More

Many believe that the transition from a broker-dealer to a Registered Investment Advisor (RIA) space is deeply complex and risky, possibly jeopardizing client relationships.&nbsp; However, this move can actually open up a world of opportunities for personalized client service, technology advancement, and business model autonomy, This week, Brent Mekosh is joined by Nate Lenz, the … <a href="https://smart-money-simplified.blubrry.net/2024/05/16/exploring-the-ria-space-with-nate-lenz-ep-77/" rel="noopener noreferrer"> Read More Read More</a>

Exploring the RIA Space with Nate Lenz (Ep. 77)

Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond.  The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

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Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

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Exploring the RIA Space with Nate Lenz (Ep. 77)

Exploring the RIA Space with Nate Lenz (Ep. 77)