Episode 22 - What holds many advisors and agents back from growing their practice into a business?
Modern Financial Advisor · Truelytics
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Show Notes
Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019.
Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them to [email protected]
On the show this week, Mike Langford is joined by Jeff Concepcion of Stratos Wealth Partners. Jeff shares his insights into what limits many individual financial advisors and insurance agents as they try to grow their practices into larger businesses.
The conversation starts with martial arts and flipping burgers and ends with a discussion about Mike doing karaoke on Jeff's podcast.