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Shirl Penney on the 10 Things Elite Advisory Teams Do Best

May 31, 2022
28:35
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1
Introduction
00:00 • 2min
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2
Are You Investing in Talent Development?
02:23 • 3min
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3
The Future of Our Industry Is an the Side Bork
04:54 • 2min
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4
The Special Sauce and Outsourcing the Rest
06:46 • 3min
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5
Financial Advice
09:47 • 2min
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6
Do You Have Great Pricing Discipline?
11:57 • 3min
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7
Building a Brand Strategy for Financial Advisors
15:22 • 2min
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8
How to Know Your Numbers
17:50 • 2min
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9
Having a Business Plan, an Economic Model
19:57 • 2min
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10
How to Build a Business Using a Board of Advisers
21:29 • 3min
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11
Dynasty Financial Partners Board Meeting
24:28 • 4min
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Dynasty Financial Partners' CEO on the importance of creative client engagement, establishing a five-year plan for your brand, and hiring a chief of staff. Host: Greg Bartalos.

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