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

  • Sep 16 2024
  • Length: 42 mins
  • Podcast

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

Listen for free

View show details

  • Summary

  • 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 …

    Read More Read More
    Show More Show Less
Economics
Show More Show Less
activate_samplebutton_t1

What listeners say about RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available