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Content provided by Conor Delaney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Conor Delaney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Preparing the Next Generation: Bridging the Advisor Talent Gap

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Manage episode 453240486 series 3580356
Content provided by Conor Delaney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Conor Delaney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 6 of Thinking Independently, host Conor Delaney, CEO of Good Life Companies, sits down with Brie Williams, VP and Head of Practice Management at State Street Global Advisors, to explore the evolving role of financial advisors in a dynamic industry. They discuss strategies for business growth, the importance of relationships in financial planning, and the shift from product-focused offerings to holistic wealth management.

Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.

  continue reading

9 episodes

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Manage episode 453240486 series 3580356
Content provided by Conor Delaney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Conor Delaney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In episode 6 of Thinking Independently, host Conor Delaney, CEO of Good Life Companies, sits down with Brie Williams, VP and Head of Practice Management at State Street Global Advisors, to explore the evolving role of financial advisors in a dynamic industry. They discuss strategies for business growth, the importance of relationships in financial planning, and the shift from product-focused offerings to holistic wealth management.

Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.

  continue reading

9 episodes

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