Concurrent

What separates a successful RIA from the rest? On?Milemarker's The Connected Advisor?Podcast, our CEO Nate Lenz shares his insights on how investing in talent, technology, and strategic partnerships can set firms apart. Tune in now to hear his perspective! Watch here: https://lnkd.in/evSShMDS Listen on Spotify: https://lnkd.in/e7ZUvh_Y

Our Chief Compliance Officer, Courtney Haddad, shares some #ExpertInsights

Our industry is facing a talent gap, and our firm is intentionally developing programs to support and recruit new advisors. That means recognizing the transferable skills of individuals seeking to change careers and join a profession in wealth management. Our Managing Director of Strategy and Growth, Casey Bates, spoke with Barron's about ramping up outreach to career changers in the next three to five years. Be sure to read more! https://lnkd.in/eG6rg3WE

Built for advisors, powered by experience. We provide the tools and support financial professionals need to grow, thrive, and succeed. ?? #poweredbyconcurrent

What sets us apart? Our core values. ?? These five guiding principles shape the way we work, grow, and succeed—together. Explore what makes Concurrent a new breed of independence. ?? #poweredbyconcurrent

Why is our firm named Concurrent? In mathematical terms, concurrent refers to several lines converging at a single point. We bring together independence, collaboration, and technology for our partner firms and advisors so they can seamlessly access these lines of support to help you reach financial goals. https://lnkd.in/ea4m4ard

Financial advisors choose to be independent so they have options, that's one of the many reasons we are excited to add a custody partnership with Goldman Sachs.? Read CityWire's full coverage here!?https://lnkd.in/gUrc7Xer

Meet the Concurrent Team! Joseph Mooney is our Managing Director of Advisor Engagement and Enterprise Development and joined our team in early 2024. He brings more than 20 years of business development experience, having previously managed the East Coast custody sales team at Fidelity. It’s great to have Joe on the Concurrent team as we expand our network to include more advisors and partners.

?? Advisor Spotlight: Tim Smith of Columbia Associates Wealth Management Group Tim Smith, co-founder of Columbia Associates since 2019, has been instrumental in shaping and driving the firm's mission. So, what distinguishes Columbia Associates from the rest? ??They work to take the mystery out of investing, insurance, estate conservations, and preserving wealth. ??Columbia Associates is retirement-focused, specializing in helping individuals develop sound retirement strategies. ??Their client-first culture resonates deeply with Concurrent, and we’re proud to help them deliver their mission to clients every day. Like all Concurrent partners, Columbia Associates leverages our network of resources, solutions, and technology to elevate their client service. https://lnkd.in/epNwwmBE

We are so proud to be part of Ramin Abrams’ journey. Ramin?has a special ability to connect with people, which is so important when guiding one of the most important aspects of their lives—financial stability. Check out his latest interview with Sam Bojarski at Citywire for an exclusive look at his musical background and how it has impacted his important work with clients today!