Financial Advisor Success cover image

Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

CHAPTER

How Do You Find Out Who's Good at Fact Finding and Follow Through?

Darcy is full time internal as client services manager, but she also has some virtual support from LPL's business services team on like virtual assistant and some operation support. Kay handles more of your admin responsibilities, right? So Kay's answering her phone. She's handling our client gifting our birthday cards, internal kind of operations and servicing that we have to do. Dora is responsible for all things related to LPL and their platform. And so if we have a new client or we have applications, anything dealing with applications, forms that run through LPL, D Nora is responsible for because she,. she is a part of LPL's team.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner