Alanah rejoins Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design for a discussion on the importance of processes in your place of business, and how you can put them to work for you.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Podcast: Play in new window | Download | Embed
Alanah is joined by Roberto Duran, wealth manager, and Ana Kline, practice manager, with Odyssey Wealth Design. Ana and Roberto discuss the role of a practice manager and how advisors can identify the need for this role in their team.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Podcast: Play in new window | Download | Embed
Alanah wraps up her conversation with Akeiva Ellis, financial planner and educator, by revisiting the subject of financial planning with young people and families, including how they can ensure their legacy in the long term.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Podcast: Play in new window | Download | Embed
Alanah welcomes back Akeiva Ellis, financial planner and educator, for a discussion on Akeiva’s project “The Bemused,” a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic?
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
Podcast: Play in new window | Download | Embed