Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent
Advisor Talk with Frank LaRosa
English - March 30, 2023 08:00 - 46 minutes - 32.1 MB - ★★★★★ - 158 ratingsManagement Business Marketing advisor recruiting practice management entrepeneurship wealthmanagement recruiting financial planning ria asset management financial advisor financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Among the many topics covered by Frank and Nate are:
* Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s model.
* A ‘behind the scenes’ take on Concurrent and the firm’s methodology which looks beyond production alone to support advisors in growing their practices.
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* Why allowing advisors to maintain their identity, while still providing them with scalability, is proving to be the solution that many advisors are looking for.
* The effect that market turbulence has on current advisor transition deals and an analysis of what those trends mean for the industry.
The flexibility of independence has been a game changer and advisors interested in building an enterprise are strategically evaluating which resources can be put to work to foster the practice achievement they seek. Frank and Nate’s conversation will be an eye-opener for every advisor with a growth mindset and will undoubtedly spur listeners to strategic action as to how they leverage for scalability in their own practices.