RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

RIA Edge
25/09/2025 37 min
RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

Listen "RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale"

Descargar episodio Ver en sitio original

Episode Synopsis

Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors stay independent while accessing the scale, capital and talent needed to grow.  From multi-custodial flexibility to a unique minority partnership model, Lenz shares …

More episodes of the podcast RIA Edge

RIA Edge Podcast: Hightower’s Evolution and the Launch of Signature Wealth with CEO Larry Restieri 02/12/2025
RIA Edge Podcast: Cresset’s Eric Becker on the Power of Purpose-Driven Growth 18/11/2025
RIA Edge Podcast: Client-Centric Growth and Innovation with Jon Beatty 04/11/2025
RIA Edge Podcast: The Balefire Wealth Journey with Jason Hester and John Hoffman 30/10/2025
RIA Edge Podcast: CEO Matt Regan on Wealthcare’s New Owners, Future M&A and AI’s Organic Growth Potential 16/10/2025
RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue 30/09/2025
RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial 26/08/2025
RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor 12/08/2025
RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next 29/07/2025
RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction 08/07/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA