Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.
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30:22
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30:22
Scott Sparks: How Starting in Insurance Gave His Firm an Advantage.
The founder and CEO of Sparks Financial discusses his firm's evolution from insurance to comprehensive wealth advisor, emphasizing multi-generational planning, tax mitigation, and a unique "second opinion" service. Host: Ray Sclafani.
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56:13
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56:13
Ryan Parker: What Advisors Can Learn From EP Wealth’s Rapid Growth
The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. Host: Greg Bartalos.
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20:16
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20:16
Aileen Schruth: Financial Planning for Divorcing Clients | Next Gen
The UBS financial advisor shares her best advice for advising clients who are going through a divorce.
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22:45
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22:45
Alisa Maute: Cracking the Organic Growth Code for RIAs
Mercer Advisors’ head of client development discusses how the firm built a data-driven client development machine that separates advice from acquisition and drives measurable, repeatable growth. Host: Steve Sanduski, CFP.
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