Building a Championship RIA with Nate Lenz скачать в хорошем качестве

Building a Championship RIA with Nate Lenz

💡 Winning in the RIA Industry Through Strategy, Talent, and Innovation 💡 In Episode 083 of The Connected Advisor, host Kyle Van Pelt sits down with Nate Lenz, Co-Founder and CEO of Concurrent, to explore what it takes to build a championship-caliber RIA. Nate shares insights on assembling a strong investment team, leveraging technology for better decision-making, and addressing the industry’s talent gap. He also discusses how RIAs can seek strategic partnerships while maintaining their independence and brand autonomy. 👉 What You’ll Learn in This Episode: How teamwork and accountability drive success in RIAs. The role of technology integrations in making data actionable. How RIAs can fill the talent gap through centralized advisory teams. The importance of balancing strategic partnerships and independence. Lessons from Nate’s football background that shaped his leadership style. 🔥 Key Highlights: [02:28] Nate’s personal “Money Moment” and early career lessons. [07:05] How playing football shaped his leadership abilities. [13:08] Rebuilding a successful, scalable RIA platform. [18:54] What "winning a championship" looks like in the RIA space. [21:51] Addressing the talent gap in wealth management. [27:41] How Nate prioritizes his time as CEO. [34:41] Concurrent’s vision for the future of RIAs. [40:29] The evolution of RIA partnerships and industry trends. [43:44] Quick insights in the Milemarker Minute. ✨ Why Watch? This episode is a masterclass in leadership, innovation, and strategy for financial advisors and firm leaders. Whether you're an independent advisor, a growing RIA, or considering a strategic partnership, Nate’s insights provide a winning playbook for long-term success. 📌 Quotes That Resonate: 🗨️ "Our best opportunity is to serve the end client and the advisor. We carry that duty and accountability all the way through." ~ Nate Lenz 🗨️ "If you're building a lifestyle business, focus on high-quality client relationships, referrals, and exceptional service levels." ~ Nate Lenz 🗨️ "Not all RIAs are created equal. The ones investing in people and technology will continue to grow and scale." ~ Nate Lenz 🎥 More Episodes: Gain expert insights on wealth management, growth strategies, and leadership from top industry professionals. Watch the full series at https://milemarker.co!