Alanah and Charlie Rocco of MONECO Advisors talk about how to make a remote advising practice work, and the benefits and challenges of instituting distance-based business practices.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Alanah and Charlie Rocco of MONECO Advisors talk about how to make a remote advising practice work, and the benefits and challenges of instituting distance-based business practices. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 14: Keys to a Virtual Advising Model

Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.

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Ep. 14: Keys to a Virtual Advising Model

Ep. 14: Keys to a Virtual Advising Model