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Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Barron's Advisor

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Building a Brand Strategy for Financial Advisors

In terms of branding, having a five year plan for your brand arc, ye. A lot of this is around kind of the evolution of elite advisers to elite ceo. And we actually have launched a programme in partnership m i t called adviser to c o. We're helping to invest in that evolution of advisers who want to become a co.

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