Professionalizing Your Advisory Firm for Future Success

Focused on the Future
18/12/2024 43 min
Professionalizing Your Advisory Firm for Future Success

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Episode Synopsis

In this episode, veteran industry leader Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief growth officer, from RFG Advisory. Listen as they wrap up Season 2 with an insightful discussion on what it takes to build the RIA of the future. From effective strategies for driving organic growth to …

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