Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors

Topics discussed include: *A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future.  *Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous. *The Concurrent relationship with Merchant and how the alignment of core philosophies between the organizations has impacted advisor entrepreneurial success. *How working with Fidelity and Schwab has amplified Concurrent’s ability to support advisors who have strong entrepreneurial motivations. This episode is packed with information that every financial advisor will benefit from. Listen closely as Frank and Nate share tactical growth strategies advisors can use now to assure future success.