The Advisor Delta™

Beyond the desk | How admins are leading from the frontline


Listen Later

Behind every successful practice is an operational powerhouse – the admin. In this episode, Marcia Latcha of Financial Wealth Builders Securities shares how admin roles are evolving in wealth management. Hear how administrators shape client onboarding, build trust and drive strategic business development. Marcia offers tips for administrators to own their impact and for firms to acknowledge their value as partners in growth.

...more
View all episodesView all episodes
Download on the App Store

The Advisor Delta™By Worldsource Wealth Management