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Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Barron's Advisor

May 31, 202228m 35s

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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.

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