Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

When considering the opportunities independence offers, advisors need to evaluate where their practice is now, what goals they want to achieve for growth in the future, and the resources it will take to yield those results. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa sits down with Nate Lenz, CEO and Co-Founder of Concurrent, for a dynamic conversation that covers how firms are answering this call for support, the resources which have the most practice impact, and how Concurrent has structured their advisor support offering to provide a compelling solution for next-level practice growth.