Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

#47 Setting Up an Advisory Board for Your Practice with Sam Robinson & Josh Winsgrove

Informações:

Sinopsis

Interviews by Adrian Patty Sam Robinson and Josh Winsgrove will delve into why they made the call to set up a board and how the did it. We'll discuss the benefits the challenges and the way other advice practices can do it as well.