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