Ep. 49: Building Repeatable Systems and Processes in Your Practice
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.
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