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 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. 49: Building Repeatable Systems and Processes in Your Practice

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