Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA

In this episode, Bill Cates is joined by Alanna Morey, CFP®, APMA®, private wealth advisor at Siena Wealth Advisory Group. Alanna shares her inspiring journey that took her from living in her car to becoming a financial advisor generating $1.2 million in revenue this year. Do you have a promising team member who you’re grooming … Continue reading Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA →