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Episode 22 - What holds many advisors and agents back from growing their practice into a business? episode artwork

EPISODE · Sep 27, 2019 · 40 MIN

Episode 22 - What holds many advisors and agents back from growing their practice into a business?

from Modern Financial Advisor · host Truelytics

Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019. Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them to [email protected] On the show this week, Mike Langford is joined by Jeff Concepcion of Stratos Wealth Partners. Jeff shares his insights into what limits many individual financial advisors and insurance agents as they try to grow their practices into larger businesses. The conversation starts with martial arts and flipping burgers and ends with a discussion about Mike doing karaoke on Jeff's podcast.

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Episode 22 - What holds many advisors and agents back from growing their practice into a business?

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Frequently Asked Questions

How long is this episode of Modern Financial Advisor?

This episode is 40 minutes long.

When was this Modern Financial Advisor episode published?

This episode was published on September 27, 2019.

What is this episode about?

Big news! Truelytics won the Allianz Field Advisory FinTech Pitchfest on September 18, 2019. Also, we are going to be changing the name of the Valuations Podcast to something a little broader in meaning. If you have suggestions, please send them to...

Can I download this Modern Financial Advisor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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