• RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz

  • 2024/09/16
  • 再生時間： 43 分
  • ポッドキャスト

RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz

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  • Learn how independent financial advisors can drive growth and streamline operations while maintaining their autonomy as David Armstrong, editorial director for Informa Connect’s Wealth Management Group, speaks with Nate Lenz, CEO & co-founder at Concurrent. They explore talent development, organic growth strategies and the unique model Concurrent uses to allow advisors to thrive while maintaining …

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あらすじ・解説

Learn how independent financial advisors can drive growth and streamline operations while maintaining their autonomy as David Armstrong, editorial director for Informa Connect’s Wealth Management Group, speaks with Nate Lenz, CEO & co-founder at Concurrent. They explore talent development, organic growth strategies and the unique model Concurrent uses to allow advisors to thrive while maintaining …

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