Building Repeatable Systems and Processes
Roberto Duran and Ana Kline dive deeper into practice management with a look at systems and processes.
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View DetailsFebruary 24, 2022
We rejoin Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design on our NextGen in 10 Podcast for a discussion on the importance of processes in your place of business, and how you can put them to work for you. This episode continues a discussion on practice management and how next-gen advisors can build a business themselves to last in a competitive environment.
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