Nate Lenz

Nate Lenz, co-founder and CEO of Concurrent Advisors, shares insights on wealth management trends and the growth of his firm. He discusses the evolution of advisory roles and the importance of succession planning. Lenz emphasizes the need for patience in nurturing talent and the value of cultural fit among advisors. He also explores the risks roll-up aggregators pose to entrepreneurial spirit and outlines how his firm supports independent advisors through resources and minority investments.