Financial Advisor Success cover image

Ep 113: Scaling An Advisory Firm To Serve A Greater Mission Beyond Yourself with Stacy Francis

Financial Advisor Success

00:00

Firm Size, Teams and Roles

Stacy details client counts, three-team structure, six planners, marketing staff and administrative roles at the RIA.

Play episode from 31:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app