Why investing in processes reaps dividends

02/01/2025 6 min Temporada 5 Episodio 127
Why investing in processes reaps dividends

Listen "Why investing in processes reaps dividends"

Episode Synopsis

Our guest, Tangelo Advice Consulting director and principal consultant Conrad Travers, says investing in processes reaps rewards for financial advisers and should be a critical part of their business strategy along with investing in their people, technology, and marketing.