Show notes
In Episode 11 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Cynthia Spigel, CFP®, JD, CRCP owner of Spigel Strategies and Solutions for a discussion and action items on Practice Management for Investment Advisors. A few key takeaways from this episode:
• The importance of creating and communicating a strong vision for your - practice
• Setting clear internal expectations
• Developing a strong client experience
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