Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Barron's Advisor · Barron's Advisor
May 31, 202228m 35s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices