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 CEO of Concurrent, to explore the significant advantages this change can bring to your financial planning. 

Brent and Nate delve into the intricate world of financial advising, particularly focusing on the transition from broker-dealer models to the RIA framework.

Episode talking points include:

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• The fundamental differences between broker-dealer models and the RIA setup
  
• The enhanced opportunities for personalized financial planning and investment options in the RIA space
  
• The role of technology in revolutionizing client service and operational efficiency
  
• Strategies for business succession and growth in the evolving landscape of financial advisement
  
• And more!
  

Resources:

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• “Canoeing the Mountains” by Tod Bolsinger
  

Connect with Nate Lenz:

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• LinkedIn: Nate Lenz
  
• Concurrent Investment Advisors
  

Connect with Brent Mekosh:

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• 602-255-0555
  
• LinkedIn: Brent Mekosh
  
• The Wealth Stewards
  

About Our Guest:

With over a decade of experience in the financial industry, Nate Lenz is a prominent figure for advisors seeking to unlock their potential as entrepreneurs. Currently serving as the CEO and Co-Founder of Concurrent, an OSJ turned RIA valued at $7 billion, the company was honored as an InvestmentNews Best Place to Work in 2023. Nate and his team are dedicated to collaborating with advisors to facilitate the growth of their independent enterprises.