Marrying Process and Impact with Your Mission
Roberto Duran and Ana Kline discuss how a business's mission shapes its approach to clients and employees alike.
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We finish our joint conversation with Roberto Duran, wealth manager, and Ana Kline, practice manager, from Odyssey Wealth Design, on the NextGen in 10 Podcast by focusing on the importance of formulating a mission statement that inspires employees and clients alike. This episode concludes a discussion on practice management and how next-gen advisors can build a business themselves to last in a competitive environment.
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