Angela D’Angelo on The Impact of Team Structure on Your Ability to Grow

Angela D’Angelo, Vice-President of Training & Client Experience at National Bank Financial, is an accomplished executive manager with 25 years of experience in Wealth Management services. She is known for her ability to attract and develop advisors and her own team to create an [...]

By |2022-01-03T17:13:13+00:00November 26th, 2020|Categories: Podcast|Tags: , , |0 Comments

Julie Littlechild and Steve Wershing on Referrals from Centers of Influence

In this week’s episode, we shift our focus slightly to focus on referrals from Centers of Influence. Specifically, we look at the ways you can improve the number of referrals you receive by understanding why professionals don’t refer more now and how you can [...]

By |2022-01-03T17:13:13+00:00November 12th, 2020|Categories: Podcast|Tags: , , , , |0 Comments
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