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Between Now and Success

Advisor Group's Shannon Larson on Scaling Shared Service and Alternative Investments

Dec 5, 2022
21:12

Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group, the nation's largest network of independent financial advisors. 

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investment products are helping their advisors offer more value to a wider variety of clients.

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