Episode 28: How to run the best advice practice

from IMAP Podcast Series - Independent Thought · host IMAP

Damon Riscalla who is National Head of Practice Development for Betashares discusses his insights about how to run the best advice practice. Changing with clients over timeDeveloping a business plan that helps youDeveloping your niche/strengthsKnowing when to let clients goManaging referrals wellModerated by David McDonald, CFA of IMAP

Episode metadata supplied by the publisher feed · Published Feb 5, 2024

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Episode 28: How to run the best advice practice

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This episode is 23 minutes long.

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This episode was published on February 5, 2024.

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