How do advisors stay agile in a time-crunched, tech-heavy world? Our hosts tackle this question head-on in a thoughtful discussion about practice management’s growing role in financial services. From the rise of AI to succession planning, they explore the real challenges advisors face and how practice management can be the game-changer. Tune in to hear how lightbulb moments, peer learning, and a growth mindset can transform both careers and client relationships.
