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UNLOCKING THE POWER OF DATA-DRIVEN MARKETING.

Discover the strategies and tools you need to elevate your marketing efforts.

In today's digital landscape, data-driven marketing is crucial for success. This
whitepaper delves into the latest trends and tactics that can help you maximize
the potential of your marketing campaigns. By leveraging data effectively, you
can gain deeper insights into your targe...

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A CONVERSATION WITH NATE LENTZ: THE VISION BEHIND CONCURRENT ADVISORS' GROWTH.

Exploring Independence and Advisor-Centric Growth with Concurrent’s CEO.

Recently, I had the privilege of sitting down with Nate Lentz, CEO and
Co-founder of Concurrent Advisors. Since Fidelity became Concurrent's primary
custodian in 2022, the firm has made remarkable strides. Here’s a glimpse into
our conversation: Seamless Transition to Indepe...

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THE JOURNEY OF GENT TRUSTS: A DECADE OF FIDUCIARY EXCELLENCE.

From Humble Beginnings to $3 Billion AUM with a Client-Centric Vision.

In 2011, we founded Gent Trusts with a singular mission: to provide first-class
investment services to our clients, adhering to a true fiduciary standard. Our
vision was clear from the outset: • Commitment to Client-Centric Decisions: We
aimed to create an independent firm ...

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TOP 5 REASONS TO CONSIDER GOING INDEPENDENT.

Firm leaders share their motivations for choosing the path of independence.

There are a variety of factors influencing an advisor’s decision to move. Our
experience in working with thousands of advisors and teams who have broken away
has helped us identify their top five considerations. • More freedom and
control. • Ability to provide a higher ...

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