cover of episode Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Shirl Penney on the 10 Things Elite Advisory Teams Do Best

2022/5/31
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Barron's Advisor

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Shownotes Transcript

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.