Month: May 2024
Exploring the RIA Space with Nate Lenz (Ep. 77)

Exploring the RIA Space with Nate Lenz (Ep. 77)

By |

Many believe that the transition from a broker-dealer to a Registered Investment Advisor (RIA) space is deeply complex and risky, possibly jeopardizing client relationships. 

However, this move can actually open up a world of opportunities for personalized client service, technology advancement, and business model autonomy,

This week, Brent Mekosh is joined by Nate Lenz, the CEO of Concurrent, to explore the significant advantages this change can bring to your financial planning. 

Brent and Nate delve into the intricate world of financial advising, particularly focusing on the transition from broker-dealer models to the RIA framework.

Episode talking points include:

  • The fundamental differences between broker-dealer models and the RIA setup
  • The enhanced opportunities for personalized financial planning and investment options in the RIA space
  • The role of technology in revolutionizing client service and operational efficiency
  • Strategies for business succession and growth in the evolving landscape of financial advisement
  • And more!

Resources:

Connect with Nate Lenz:

Connect with Brent Mekosh:

About Our Guest:

With over a decade of experience in the financial industry, Nate Lenz is a prominent figure for advisors seeking to unlock their potential as entrepreneurs. Currently serving as the CEO and Co-Founder of Concurrent, an OSJ turned RIA valued at $7 billion, the company was honored as an InvestmentNews Best Place to Work in 2023. Nate and his team are dedicated to collaborating with advisors to facilitate the growth of their independent enterprises.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More
True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

By |

Many believe that quality wine and philanthropy are paths that rarely cross.

ONEHOPE Wine challenges this misconception head-on, proving that every sip can indeed contribute to a greater cause. 

This week on Smart. Money. Simplified, Brent Mekosh is joined by Kristen Shroyer, Co-Founder and Chief Impact Officer at ONEHOPE Wine. Together they uncork the journey of turning a passion for wine into a powerful force for global change. 

Tune in and explore Kristen’s entrepreneurial adventure in the wine industry, the challenges and breakthroughs of scaling a business, and how each bottle of wine sold contributes to meaningful causes worldwide.

Talking points include: 

  • The origins and mission of ONEHOPE Wine
  • Overcoming industry challenges and the transition to an independent RIA space
  • The importance of aligning business with philanthropy
  • Insights into entrepreneurship and growing a purpose-driven brand
  • And more!

Connect with Kristen Shroyer:

Connect with Brent Mekosh:

About Our Guest:

Kristen Shroyer is a highly accomplished and committed executive with over 16 years of extensive experience in the wine industry. As the Co-Founder of ONEHOPE Wine, Kristen has a proven track record in building and nurturing partnerships, empowering women through wine, leading marketing initiatives, and driving sales strategies. She is passionate about combining business growth with positive social impact, with over $10 million donated to over 40,000 nonprofits to date. 

Kristen is skilled in leading diverse teams and managing national accounts. Dedicated to giving back to the community, she serves in various volunteer roles and has been recognized with numerous honors and awards for her contributions to the industry and community.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

Archives

Categories