The Advisor Lab by CION

Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support


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Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources.

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The Advisor Lab by CIONBy CION Investments

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