Alanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Alanah finishes her conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, by focusing on the importance of formulating a mission statement that inspires employees and clients alike. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Ep. 50: Marrying Process with Impact Through Your Mission Statement

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. 50: Marrying Process with Impact Through Your Mission Statement

Ep. 50: Marrying Process with Impact Through Your Mission Statement