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The Nuts and Bolts of Practice-Building

How financial professionals can create community among employees and clients.

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Author

Alanah Phillips

MBA

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Practice Management Podcasts

November 21, 2023

Alanah rejoins Adam Carr and Nicole Letarte of Modern Wealth Design to continue their conversation on practice-building, including how financial professionals can best work with their clients, create community, satisfy their employees, and more.

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