What is a Practice Manager?
Roberto Duran and Ana Kline discuss how practice management can work for next-gen financial advisors.
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View DetailsFebruary 17, 2022
We're joined by Roberto Duran, wealth manager, and Ana Kline, practice manager, with Odyssey Wealth Design on our NextGen in 10 Podcast! Ana and Roberto discuss the role of a practice manager and how advisors can identify the need for this role in their team. This episode begins 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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