This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 213 on July 16th with Nate Lenz. Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. Listen to this informative RIA episode about how Concurrent supports RIAs in growing and scaling.

The Sharkpreneur Podcast with Seth Greene airs episode 1162 on July 14th with Mark J. Kohler. Mark J. Kohler isn’t just another CPA—he’s a wealth-building, tax-slashing, business-scaling expert who has been helping American entrepreneurs succeed for over 30 years. Listen to this informative Sharkpreneur episode about tax strategies for small business owners.

The Sharkpreneur Podcast with Seth Greene airs episode 1163 on July 16th with Nate Lenz. Nate Lenz is the CEO and Co-Founder of Concurrent, a $7 billion OSJ-turned-RIA recognized as an InvestmentNews Best Place to Work in 2023. Listen to this informative Sharkpreneur episode about how Concurrent supports RIAs in growing and scaling.

Sterling Insights with Roger & Katherine Silk airs episode airs a Fan Favorite episode on 7/16 with Jamie Bush. Jamie Bush is a seasoned advisor with over 40 years of experience helping clients navigate complex financial, business, and personal challenges. Jamie shares his journey of carving out his own identity beyond the shadow of a prominent political family, emphasizing the importance of defining success on your own terms. 

See you next time!