Month

February 2021
25
Feb

How to Optimize Your Team Before a Merge or Transition

February 25, 2021
In this video, Penny discusses what you may need to change about your team before leaving for a new firm.
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15
Feb

How to Work “On” the Business Daily

February 15, 2021
In this video, Penny discusses what you may need to change about your team before leaving for a new firm.
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11
Feb

Which Aspects of Marketing Should You Outsource?

February 11, 2021
In this video, Penny discusses best practices for advisors who are struggling with what to keep “in house” and what to “outsource” as it relates to marketing.
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