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The latest episode of The Connected Advisor Podcast is LIVE! ?? Nate Lenz, Co-Founder & CEO of Concurrent, has more than a decade of experience in the financial industry. His career has been dedicated to supporting financial advisors and helping them succeed without the backing of big financial services firms. He’s a leader for advisors looking to realize their potential as entrepreneurs. In this episode, Nate shares why not all RIAs are created equal—and how the firms investing in people, technology, and advisor support will be the ones that thrive. ?? Watch it on YouTube: https://lnkd.in/eJJ6V_hg ?? Tune in on Spotify: https://lnkd.in/e7ZUvh_Y

The best teams don’t just work hard—they work smart. Nate Lenz, Co-Founder & CEO of Concurrent, shares how the 2000 Great Britain Olympic rowing team used one simple question to guide every decision: Will it make the boat go faster? ??♂? Would you use this approach in your business? Drop your thoughts below! ? ?? Sneak Peek here: https://lnkd.in/ea9hW-Bz ?? Full episode drops March 4—stay tuned!

Jessica Perez will be our cowboy boots on the ground this week at #T32025 in Dallas ?? . She is excited to talk about data, technology, integration, and organic growth! What are you most excited about for the conference?

Advisors are expected to deliver more than ever. Fees didn’t shrink, but expectations exploded—more services, more value, more impact. If you’re not leveraging technology and smart efficiencies, you’re not scaling—you’re struggling. In this episode, JC Abusaid, CEO and President at Halbert Hargrove, shares why the future of advisory firms depends on their ability to scale without breaking. ?? Watch the full conversation here: https://lnkd.in/eBAthhpW ?? Listen on Spotify:? https://lnkd.in/eVjjyXX9

In wealth management, waiting for the perfect tech solution is a losing game. The best advisors aren’t afraid to experiment, take risks, and learn from failure. JC Abusaid, CEO and President at Halbert Hargrove, shares why having a strong philosophy on technology and innovation is critical. Not every move will be a win, but the willingness to test, iterate, and evolve is what sets top firms apart. If you want to stay ahead, you need to take control of your firm’s future—starting with your mindset. ?? Watch it on YouTube: https://lnkd.in/eBAthhpW ?? Tune in on Spotify: https://lnkd.in/dwrnMxJa

Episode 082: In this episode, Kyle Van Pelt talks with JC Abusaid, CEO and President at Halbert Hargrove. They discuss Halbert Hargrove's generational growth model and how the firm transitioned from hiring experienced advisors with existing books of business to cultivating homegrown talent through a structured internship and mentorship program. JC also discusses how the firm overcame the stigma of selling and the importance of separating management from client service roles to ensure efficiency and sustainability in a growing firm.? Catch the full episode now! ?? Watch here: https://lnkd.in/eBAthhpW Listen to Spotify: https://lnkd.in/dwrnMxJa

The industry is evolving—fast. Firms are getting smarter about scale, efficiency, and outsourcing. If you're still handling everything in-house, you’re setting yourself up for major structural and cost challenges. JC Abusaid, CEO and President at Halbert Hargrove, breaks down why education at the operational and management level is more critical than ever. ?? Why outsourcing is no longer optional ?? The impact of efficiency on cost structures ?? How firms are scaling smarter If you’re an advisor looking to grow and collaborate smarter, this is the insight you need. ?? Watch here: https://lnkd.in/eBAthhpW ?? Listen now:?https://lnkd.in/dwrnMxJa

?? Last Chance to Register – Webinar Today at 2:30 PM ET! ?? Join Russ D'Argento, CEO of FINTRX, and Jud Mackrill for an exclusive discussion on advisor data, recruiting, and the future of technology. If your firm is focused on growth and attracting top-tier talent, this is a must-attend event. Don’t miss out—secure your spot now! ? Register Now! https://lnkd.in/e5hxX5Ws

Firms actively recruiting rock star advisors need excellent data ?? . Learn how world-class firms are finding advisor data with Russ D'Argento, CEO of FINTRX, and Jud Mackrill tomorrow at 2:30 ET. Jessica Perez will be moderating and keeping the conversation spirited. ?? Register here: https://lu.ma/nqxep9ws

NOW LIVE – Building Tomorrow's Advisors with JC Abusaid? ?? Managers track progress. Hold people accountable. Hit targets. But mentors accelerate growth—offering guidance, breaking barriers, and having the tough conversations that truly move careers forward. In this episode, JC Abusaid, CEO & President of Halbert Hargrove, shares how mentorship plays a critical role in developing top talent and ensuring long-term success. ?? Tune in to learn: ? Why mentorship is a game-changer for career growth ? How Halbert Hargrove builds a culture of mentorship ? The key differences between managers and mentors ?? Watch it on YouTube: https://lnkd.in/eBAthhpW ?? Tune in on Spotify:?https://lnkd.in/dwrnMxJa