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Taking Your Financial Services Firm to the Next Level

Learn how to identify leadership gaps in organizations, evaluate personal communication styles, and tips for maintaining positive culture through big changes.

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Practice Management On-Demand Webcasts

June 03, 2021

In this webcast hosted by the American College Center for Women in Financial Services, Stacey McKinnon, COO and Wealth Advisor with Morton Capital, hosts a session on communication, compensation, and accountability for those in leadership roles in financial services firms, including identifying leadership gaps in organizations, evaluating personal communication style, tips for maintaining positive culture through big changes, and more.

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