Ep. 48: What is a Practice Manager?

Alanah is joined by Roberto Duran, wealth manager, and Ana Kline, practice manager, with Odyssey Wealth Design. Ana and Roberto discuss the role of a practice manager and how advisors can identify the need for this role in their team. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

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Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.