RIA+ cover image

Building a National Brand: Stratos Private Wealth's Jeff Brown

RIA+

CHAPTER

From Financial Advisor to Professional Manager

This chapter explores the transition from being a financial advisor to becoming a professional manager and leader. The speakers discuss the challenges, skills, and importance of having the right people in the right positions within a firm.

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