Podknife - Shirl Penney on the 10 Things Elite Advisory Teams Do Best by Barron's Advisor

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Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Podcast |: Barron's Advisor
Publisher |: Barron's
Media Type |: audio
Podknife tags |: Business,; Careers,; Interview,; Investing
Categories Via RSS |: Business,; Investing,; Management
Publication Date |: May 31, 2022
Episode Duration |: 00:28:35

Dynasty Financial Partners' CEO discusses 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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