Investment, Innovation, and the Next Gen Advisor

Join Ryan Nauman on the Adjusted for Risk Podcast as he sits down with Nate Lenz, co-founder and CEO of Concurrent, to discuss the transformative trends in wealth management, the role of next-gen financial advisors, and the impact of emerging technologies like AI. Recorded live from the Wealth Management Edge conference, this episode dives deep into the evolving landscape of financial advising, from talent development to sustainable business practices and advanced planning resources. Don’t miss this insightful conversation on the future of advisory services and the importance of educating and engaging the next generation of clients.

00:00 Introduction and Podcast Overview
00:40 Live from Wealth Management Edge Conference
01:30 Guest Introduction: Nate Lenz
01:55 Nate’s Background and Entrepreneurial Journey
05:06 Challenges and Strategies in Wealth Management
07:59 Future of Financial Advice and Technology
10:55 Developing Talent and Client Relationships
15:41 The Importance of Financial Education
19:46 Leveraging Technology in Financial Services
22:28 Conclusion and Final Thoughts

Learn how Zephyr can help financial advisors make their practices more efficient here.
Learn more about Concurrent here.
Connect with Ryan Nauman: LinkedIn