Recorded live at Wealth Management EDGE, host Ryan Nauman welcomes Nate Lenz, co-founder and CEO of Concurrent, to discuss shifts in wealth management and the rise of NextGen advisors. They discuss the aging advisor workforce amid rising demand for advice, AI as a productivity and entrepreneurship enabler rather than a job threat, and the increasing importance of human relationships as some services become commoditized. Lenz shares findings on nextgen expectations—mentorship and clear career paths over remote work—and describes Concurrent’s campus recruiting, internship program, training curriculum, and 18-month operational rotation. Related:Zephyr's Adjusted for Risk: Stop Using Generic Marketing - Do This InsteadConnect with Ryan Nauman:LinkedInXLearn more about Concurrent here. 00:00 Podcast Welcome00:33 Live From Edge01:35 Meet Nate Lenz02:01 Concurrent Platform03:07 Advisor Talent Crunch06:01 AI Opportunity Debate08:44 AI Boosts Productivity10:27 Human Element Matters12:14 Next Gen Expectations13:48 Internships Recruiting16:23 Training Rotation Paths18:22 Attracting Young Advisors20:49 Wrap Up And Links