Nate Lenz

CEO

Nate Lenz is CEO and co-founder of Concurrent.

Prior to launching Concurrent, he was vice president of succession planning and acquisitions at Raymond James Financial Services, leading a team that provided support to more than 4,000 independent financial advisors.

Practice and client management

Bust the plateau: How to jump-start a growth-challenged RIA

When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.

By Nate Lenz

February 28
RIAs

How we built an RIA in 60 days — and convinced our teams to join it

The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.

By Nate Lenz

July 31