Hear from the President of Lido Advisors
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, talks with Nate Lenz, CEO & co-founder of Concurrent, about how independent financial advisors can drive growth, streamline operations, and maintain autonomy through Concurrent’s unique business model, organic growth strategies, and talent development. |
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Join David Armstrong as he discusses with Ken Stern, President of Lido Advisors, his journey in scaling the firm while prioritizing exceptional client service. Together, they explore strategies for organic growth, acquisitions, and the intricacies of building a national brand in wealth management |
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| | | David Armstrong discusses with Michael Conway how Conway Wealth’s personalized approach to wealth management and investment in fintech, like Seeds Investor, is driving growth and deeper client relationships. |
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| David Armstrong and Lisa Salvi discuss Schwab's 2023 advisor benchmarking report, highlighting the rebound in firm performance, the rising focus on organic growth over M&A, and the ongoing challenges in talent acquisition and development. |
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