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Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.
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By Barron's Advisor
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109109 ratings
Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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