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.

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.

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

Welcome to The Advisor Launch Lab, the podcast where hosts Alanah Phillips, Iyana Harris, and Lindsay Lewis help financial advisors and leaders grow with intention. Each week, we empower next-generation professionals and their mentors to overcome the uncertainty of building a meaningful career in financial services. Through candid conversations and real-world stories, we share practical strategies to strengthen leadership, elevate communication, and unlock professional potential. Whether you are mentoring the next generation or becoming it, The Advisor Launch Lab helps you lead with confidence and clarity from day one.

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

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