Ep. 17: The Advantages of Advice-Based Planning
NextGen in 10

Ep. 17: The Advantages of Advice-Based Planning

2021-01-29

Alanah is joined by Lucila Williams, founder of The Intentional Advisor, to explore the meaning of an "advice-based" advising model and making the advising experience central to your practice.

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Comments (3)

More Episodes

All Episodes>>

Get this podcast on your phone, Free