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Learn how independent financial advisors can drive growth and run operations while maintaining their autonomy as David Armstrong, editorial director for Informa Connect's Wealth Management Group, talks with Nate Lenz, CEO and co-founder at Concurrent.

They explore talent development, organic growth strategies, and the unique model Concurrent uses to allow advisors to thrive while maintaining their brand identity.

David and Nate point out the following:

• The evolution of Concurrent and its transition into a fully independent RIA
• Strategies for achieving organic growth and the critical role of talent development
• The Importance of Non-Controlling Minority Shares in Building Advisory Partnerships
• Concurrent's approach to expanding service offerings through strategic acquisitions

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About our guest:

At age 25, Nate Lenz was the youngest vice president at Raymond James Financial Services, where he led the estate planning and acquisition team and helped recruit financial advisors from large full-service brokerages, providing them with the support needed to grow their businesses. independently. That work helped shape his vision for Concurrent, which he co-founded in 2016 in Tampa, Florida, to build a better business model for advisors looking to go it alone. “Concurrent is a service provider for advisors that helps them make the leap to independence,” said Lenz.